Listen to Security Mutual employees talk about their experience with the Infinite Banking Concept® financial system developed by Nelson Nash, and how they can help you. Click on the video to the right!

Explore Security Mutual

At Security Mutual we have the products, the people and the know-how to help you succeed using the Infinite Banking Concept® financial system. Take a look at what we offer you and your clients.

Security Mutual Infinite Banking Products

Products. We Get It.

The Security Designer WL4U® whole life insurance line consists of four policies: a 10-Pay Whole Life; a Life Paid-Up (LP) at age 65, an LP 100 and an LP 121. They are engineered to enable insurance advisors to construct whole life policies that are compatible with the Infinite Banking Concept® financial system.

The WL4U® line offers two different paid-up additions riders: one that may be suitable for the policyowner who is a systematic saver and the other for the policyowner who needs a significant level of flexibility not found in the paid-up additions offerings of other carriers. The paid-up additions riders allow the insurance advisor to help clients capitalize their IBC systems.

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Security Mutual Infinite Banking Support

Agent Support. We Speak Your Language!

Security Mutual Life sends a team to the IBC Seminar every year so that the team learns first hand of developments regarding the Infinite Banking Concept® financial system.

A number of individuals in Security Mutual's marketing department work with various components of the Infinite Banking Concept® financial system supporting advisors who favor Infinite Banking.

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Security Mutual Infinite Banking Underwriting

Underwriting. We Have Experience.

Security Mutual Life’s underwriters are familiar with the Infinite Banking Concept® financial system. This familiarity allows Security Mutual Life’s underwriters to promptly evaluate the financial aspects of cases submitted by Infinite Banking advisors.

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Security Mutual Infinite Banking Services

Client Services. We’re Ready to Help.

The client services team at Security Mutual Life is familiar with the Infinite Banking Concept® financial system, too. Policyowners and insurance advisors who call Security Mutual Life speak to real people, not a machine. There are no synthetic voices here—only real people who are trained and who have a keen desire to help you and your clients.

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Security Mutual Infinite Banking Training

Security Mutual Works with You.

We know that insurance advisors who favor the Infinite Banking Concept® financial system embrace the training offered by the Nelson Nash Institute. So Security Mutual offers a training incentive program under which we reimburse eligible insurance advisors for a portion of the IBC Practitioner's Think Tank registration fee or IBC Practitioner’s Program enrollment fees they may incur.

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Security Mutual Infinite Banking Connection

Illustration Software

Are you looking for illustration software that is reliable, easy to use and easy to access? Are you looking for software that can help you explain Infinite Banking to your clients? If so, we invite you to take a look at Security Mutual’s WinFlex illustration software, which offers both desktop and cloud-based versions. The cloud-based version can be operated on tablets and other mobile devices.

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Security Mutual Infinite Banking Tim Yurek

Timothy J. Yurek, CLU

“I have been attending the IBC Think Tank for many years and I have represented Security Mutual Life for many years. Over this time period Security Mutual has modified its whole life insurance product line by expanding its whole life offerings and adding innovative paid-up additions riders to better accommodate Infinite Banking advisors and their clients. In so doing, Security Mutual has become my go-to IBC carrier.”

Security Mutual Infinite Banking Alan Blecker

Alan H. Blecker, CPA/PFS, CLU, ChFC, CLTC

“Security Mutual’s whole life insurance line, four different whole life products, two different paid-up additions riders and a level term rider, provide me with the flexibility that I need to create the type of whole life policies that IBC requires. This flexibility allows me to accommodate the vast variety of circumstances that my clients present.”