Value of an Insurance and Financial Review
Your COUNTRY Financial representative can help secure your future.
Unless you’re an expert in every aspect of your financial security, there could easily be gaps and weaknesses in your long-term plans. Put simply, what you don’t know or understand about your financial affairs can hurt you and your family.
That’s why it makes sense to sit down with a COUNTRY® Financial representative and complete a confidential insurance and financial review to help secure your future.
Insurance and Financial Review Checklist
Download a complete listing of items to bring with you to the review.
If you haven’t met with us before, the first meeting simply allows you to learn more about our products and services and get to know us.
Your COUNTRY Financial representative will also walk you through the information we’ll need to develop a tangible plan that will match your particular needs with the products and services that will best help you achieve your financial security goals.
For existing clients, taking a fresh look at your situation each year may reveal gaps and opportunities that can help you meet your goals.
Download our Insurance and Financial Review checklist for a complete listing of items to bring with you to the review.
One person you know and trust
Our financial representatives take the time to get to know you so they can successfully meet your needs today while helping you build for the future. Specifically, your COUNTRY Financial representative can help you:
- concretely determine your goals and develop a step-by-step strategy to help you accomplish them.
- ensure your immediate needs are met with proper coverage for what you already have.
- address ways to protect your income.
- understand the risk/reward potential of various investments.
- appropriately allocate your investments to match your investor profile.
- stay on track as your needs change.
Backed by a team of experts
Finding ways to become – and stay – financially secure can be overwhelming. You might be asking questions like: How can I protect my family? Where should I invest my money? What happens to my family if I die? Will I be able to afford to send my children to college?
It takes a lot of specialized knowledge to accurately answer those kinds of questions for your unique situation. That’s why your COUNTRY Financial representative is backed by a team of experts to help you safeguard what you’ve already achieved and are enjoying today and invest for your family’s financial security tomorrow. Together, your financial representative and our team of experts can help you answer those difficult questions.
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Our Team of Experts |
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Planning for a long-term goal like retirement takes dedication and periodic reviews of your progress. Your COUNTRY Financial representative can help you stay on track with a tangible plan. Best of all, your plan can be updated as your situation changes. |
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The market plunges one day and soars the next. It’s hard to know how to invest in this environment, and if you’re like most, you’re not sure what to do. One answer is to put the expertise of our investment team – the same team that’s helped keep our family of companies financially strong and stable – to work for you. |
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COUNTRY has experts in education funding who keep current on the latest events impacting the various funding options. |
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The right insurance protection can anticipate and minimize potential future problems. Insurance that protects your income and your property. Protection in the event you become disabled or unable to handle your financial affairs.
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Helping you achieve financial security, no matter where you’re starting from
Some people feel that their financial security are in pretty good shape and wonder if it’s worthwhile to meet with a financial representative. It’s rare for someone to be completely prepared to meet all of their future financial needs. That’s why the peace of mind that comes with a thorough review of your situation could be well worth the time.
Others feel that their situation isn’t in very good shape, and they hesitate to share their information. But a review is exactly the place to start to get out of that situation and on the road toward financial security.
Either way, there’s nothing to lose by sitting down with a COUNTRY Financial representative for a confidential, in-depth review. Doing so could be the smartest thing you do to help ensure your family’s future financial security.
Find a local COUNTRY Financial representative and ask for a complimentary insurance and financial Review today.
| NOT FDIC-INSURED |
| May lose value No bank guarantee |
Investment management, retirement, trust and planning services provided by COUNTRY Trust Bank®. Please see our Terms and Conditions for more information about COUNTRY Trust Bank® and its affiliates.
Life, disability income and long term care insurance policies issued by COUNTRY Life Insurance Company®, variable life insurance and variable and fixed annuities issued by COUNTRY Investors Life Assurance Company®, and property and casualty insurance policies issued by COUNTRY Mutual Insurance Company®, COUNTRY Casualty Insurance Company®, COUNTRY Preferred Insurance Company®, or Modern Service Insurance Company, Bloomington, IL. Coverage not available in all states. Read our full disclaimer.
Securities products offered through COUNTRY® Capital Management Company, 1705 Towanda Avenue, P.O. Box 2222, Bloomington, IL. Member FINRA 
/SIPC .
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Clients who would prefer to pay their COUNTRY policies over the phone can call 1-800-927-9354.