Client Portal

We are glad you chose us to journey with you as you build your wealth and security. 

Below are some helpful documents and hints to get you started. Of course, if you have any questions, please reach out

  • This Online Access document outlines how to access your One America account. From here, you can see your death benefit, cash value, loan balances, base premium, and draft date.
  • The Rest of the Story examines the real goal of retirement- not simply getting to the top of the mountain (retiring), but the descent (enjoying retirement)
  • Be sure to update your Personal Monthly Budget. Remember, unless you have a handle on precisely where your money flows into and out of you on a monthly basis, you will have a very hard time acquiring and KEEPING true wealth. 
  • Finally, when you are sending in money for your base and/or PUA's, be sure to make the check out to "AUL" with distribution directions on the memo-line. To be sure your funds are distributed properly, send your funds to the Personal Economics Group corporate office at 12700 Park Central Dr. Suite 1050, Dallas, TX 75251