Balanced Opportunity Platform

Register in advance for this webinar:

Please join us for an overview of National Life Group’s Comprehensive Retirement Platform. Balanced Opportunities is a unique retirement plan option that offers both Fixed Indexed Annuities (with a GLIR) and mutual funds*.  With this turn-key packaged program, National Life Group agents can offer plan sponsors a platform that provides full online functionality, account management, and plan administration, all via a web-based portal available to the plan, participants, and agents.

*Must be registered with either a broker/dealer or registered investment adviser to offer or discuss securities, or to present information about investment-related options in the plan. Balanced Opportunities is a recordkeeping platform marketed through National Life Group.  Recordkeeping, web services, trust and plan administrations are provided by third parties independent of National Life Group.  Mutual fund custody provided by FPS Trust Company.  Mutual funds offered are selected by, and managed accounts are offered on the platform by OBS Financial, a registered investment adviser with the SEC.  Mutual funds and managed accounts require securities registration to solicit or advise.  National Life Group’s member company Life Insurance Company of the Southwest only offers and issues fixed annuities and any associated riders on the platform and does not offer or solicit for securities.  National Life Group and its member companies are independent of OBS Financial and other plan service providers.