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
- 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:
Your representative can explain what information you’ll need for your 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.
We Can Help
Watch these short videos below to see how we can help you no matter where you're starting from or if your situation changes.
Doug and Sheila have a couple of little ones and a new home. But, what they don't have is a plan for the future.
Jason and Vanessa can't believe how quickly their kids are growing up - and retirement seems a lot closer than it used to.
Bob and Lori are thinking seriously about retirement. How do they know if they can make their dreams a reality?
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.
May lose value
No bank guarantee
Investment management, retirement, trust and planning services provided by COUNTRY Trust Bank®. Please see our Terms & Conditions for more information about COUNTRY Trust Bank and its affiliates.
Life insurance policies issued by COUNTRY Life Insurance Company® and COUNTRY Investors Life Assurance Company®, Bloomington, IL.
Not all representatives are authorized to offer all products and services.
Registered Broker/Dealer offering securities products and services: COUNTRY® Capital Management Company, 1705 N. Towanda Ave, PO Box 2222, Bloomington, IL 61702-2222. tel (866) 551-0060. Member FINRA/SIPC