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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. 

Ready to plan for your future? Your local rep can help get you started.

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: 

laptop and notepad
Getting Started

Your representative can explain what information you’ll need for your first meeting.

What to bring.  

green chair
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. 

See a plan snapshot

smart watch
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.

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