| Now Is the Perfect Time to Make Sure Your Will and Beneficiary Information is Up-to-Date |
| The beginning of a new year is a good time to review your will and beneficiary information. Your life has probably changed in the last 12 months. Perhaps your family has expanded, or you've lost a loved one. Maybe you married, divorced, or developed a fondness for a new charity. One step you need to take now is to make sure your will and the beneficiary information on your insurance policies is up-to-date. To learn why it's so imperative that you do this now, click the link below. |
| >> Click here to read more |
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| The World Is Uncertan... Guarantees of Whole Life Can Help Build Stability |
| If you own an MTL whole life policy, you know that whole life's guarantees set it apart from other types of insurance products. To review the powerful guarantees and tax benefits whole life insurance provides, click the link below. |
| >> Click here to read more |
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| Do You or Someone You Know Own a Business? |
| Learn how Mutual Trust's Business Planning Concepts and whole life insurance can help protect it. |
| Jim worked at a bakery for 12 years as a pastry chef. Two years ago, he bought the bakery when his boss retired. Business is going well—due in large part to Jim's trademark chocolate pecan cupcakes. As the sole owner of a bakery, Jim worries about what will happen to his wife and two teenage sons if he were to become disabled or die unexpectedly. To see what his MTL insurance representative advises, click the link below. |
| >> Click here to read more |
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| Remember to Review Your Social Security and Medicare Benefits |
| Don't forget to review any possible changes to your Social Security or Medicare benefits. For example, did you know the Social Security Administration has announced a cost-of-living increase for monthly social Security and Supplemental Security Income benefits? The increase of 1.5 percent goes into effect this month (January 2014). Medicare Part B will remain the same as last year (2013); however, there may be other changes that impact your benefits. To learn more about changes to Social Security or Medicare benefits, click the links below. . |
| >> Click here to read more about Social Security Benefits |
| >> Click here to read more about Medicare Benefits |
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| 1099 Forms to be Mailed by January 31, 2014 |
| Mutual Trust Financial Group is scheduled to have all 1099 forms sent to policy holders no later than January 31, 2014. If you receive a 1099 form and you have questions about why or what it is, our Web site may be able to help. Simply visit MutualTrust.com to view frequently asked questions regarding 1099's, or contact your MTL insurance representative with any questions. |
| >> Click here to view Frequently Asked Questions Regarding 1099's. |
