Most people aren’t experts in every aspect of their financial security. So a financial security plan can easily have gaps and weaknesses. Put simply, what you don’t know or understand about your financial affairs could hurt you and your family.
That’s why it makes sense to sit down with me, a COUNTRY Financial representative, and complete a confidential Insurance and Financial Review to help secure your future.
You can download a complete list of items to bring with you to review: Insurance and Financial Review Checklist
If you haven’t met with me before
The first meeting simply allows you to learn more about the products and services COUNTRY offers. Plus, you can get to know me better as I learn about your needs. We’ll go through the information I’ll need to help you create a tangible financial security plan to achieve your goals.
If we have met before
It’s important that you take a fresh look at your insurance and financial situation on a regular basis. We may discover gaps in coverage or opportunities that can help you meet your goals more efficiently.
One person you know and trust
I’m committed to taking the time to get to know you so we can successfully meet your needs today and in the future. And I’ll be there for you every step of the way. As your needs and goals change, we can make sure your financial security plan always stays on track.
Backed by a team of experts
I understand that finding ways to be financially secure can be overwhelming. It takes a lot of specialized knowledge to accurately assess your entire financial picture.
That’s why I’m backed by a team of experts. Together, we’ll help you safeguard what you have today and invest for your financial security tomorrow.
Helping you achieve financial security, no matter where you’re starting from
Some people may feel their financial security is in pretty good shape. But it’s rare for someone to be completely prepared to meet all their future financial needs. The peace of mind that comes with a thorough review of your situation could be well worth your time.
Others know their situation isn’t in good shape at all, and they hesitate to share their information. But an Insurance and Financial Review with me is exactly the place to start. It can help you tackle an overwhelming situation and get you back on the road to financial security.
Either way, you have nothing to lose by sitting down with me for a no-obligation review. It could be one of the smartest things you’ll do to help ensure your family’s future financial security.
Contact me today to set up a review.
Policies issued by COUNTRY Life Insurance CompanyŽ, COUNTRY Investors Life Assurance CompanyŽ. COUNTRY Mutual Insurance CompanyŽ, COUNTRY Casualty Insurance CompanyŽ, and COUNTRY Preferred Insurance CompanyŽ, Bloomington, IL. Coverage not available in all states. Read our full disclaimer.