Planning Services: Your Future is Important to Us

That's why our representatives have access to planning tools to help identify your needs. Plus, we offer a variety of products and services that can help keep your future on track.

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Helping you get where you want to go

Just like you see a doctor to monitor your health, and use a mechanic to maintain your car, our representatives can help keep your future on track. 

How we help

Your local representative may help you with:

  • Retirement planning
  • Investments
  • Education funding
  • Protecting your loved ones

We can help create a plan just for you, based on your unique situation and goals.

Your story is unique - it deserves personal attention

At COUNTRY Financial*, we will focus on your individual situation and goals to help you create a plan for your future. We offer a variety of products and services that can help keep you on track. 

Here's how we do it: 

Getting started

Your representative can explain what information you’ll need for your first meeting. They’ll also get you set up with our planning tool.

First meeting

This "information gathering" meeting helps us determine what assets and coverages you already have in place and discuss what goals you would like to accomplish. 

Creating your plan

We provide our representatives with planning tools they can use to help put together a plan to fit your needs. 

Get your plan

Shortly after your first meeting, your representative will meet with you a second time. They'll discuss your plan with you, share options, and answer questions. 


Address your needs

Your plan may identify certain needs, so your representative may offer appropriate products and services that fit those needs and help you reach your financial goals. 

As your situation changes, so should your plan. If you would like to review your progress or adjust your goals, your representative is available to help.

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Why COUNTRY Financial

The COUNTRY Financial family of affiliated companies have a long history of helping people with their retirement, investment, and education funding needs. 

Ready to start?

Start online, find a local rep, or call us at 866-267-6879.  We'll help you find a plan that works for you.

*COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.


May lose value

No bank guarantee

Investment management, retirement, trust and planning services provided by COUNTRY Trust Bank®. 

Registered broker/dealer offering securities products: COUNTRY® Capital Management Company, 1711 General Electric Rd, PO Box 2222, Bloomington, IL 61702-2222, 1-866-551-0060. Member FINRA.  Read our full Customer Relationship Summary and Investor Handbook.

Life insurance policies issued by COUNTRY Life Insurance Company® and COUNTRY Investors Life Assurance Company®, Bloomington, IL. 

For 529 plans, the investment objectives, risks, charges and expenses of municipal fund securities should be carefully considered before investing. The official statement, which can be obtained by calling (866) 551-0060, contains this and other information about the municipal fund securities and should be read carefully before investing.

The information contained here is general and should not be considered legal or tax advice. Laws of a particular state and your particular situation may significantly affect the general information presented here. The availability of the tax or other benefits mentioned here may be conditioned on meeting certain requirements. State tax deductions mentioned here may only be available if you invest in a 529 plan offered by the state in which you reside. COUNTRY Financial and our representatives cannot give tax or legal advice. You should consult your attorney or tax advisor regarding your specific legal or tax situation.

529 College Savings Plans offered by each state differ in options and benefits. The plan for you depends on your specific objectives and circumstances. Please consider each plan's investment options, fees and state tax implications.

Not all representatives are authorized to offer all products and services.

For product and service information, read our Terms & Conditions. Read our full Financial Services Summary Handbook.