Guiding Your Financial Future - Financial Services Handbooks

As we work to help you achieve your financial goals, we will provide options from one or more of our family of companies. Because we are committed to transparency, we want you to know how our companies work together. That includes assuring you understand your options and clarifying our role and processes.

Additionally, we want to provide clear explanations of the costs and fees associated with our products and services. Access the Financial Services Summary Handbook (PDF) for important information about our companies and the solutions they offer.  

Customer Relationship Summary and Investor Handbook

COUNTRY® Capital Management Company is a registered broker-dealer within the COUNTRY Financial family of companies and offers securities products and services. 

We strive to be transparent and provide you with tools and education to make informed decisions. To learn more about our services, standard of conduct, fees and costs, and conflicts of interest, please read our Customer Relationship Summary (PDF) and Investor Handbook (PDF). 

For a simple and free search tool to research us and our financial professionals, visit investor.gov/CRS or brokercheck.finra.org

If you have any questions about the information within the Customer Relationship Summary or Investor Handbook, or to request a hard copy of these disclosures, please contact us at (866) 551-0060

COUNTRY Trust Bank Handbook

COUNTRY Trust Bank® provides fiduciary services including discretionary investment management and certain trust services and delivers investment advice to clients concerning asset allocation, portfolio selection, and systematic rebalancing though its Journey Series. Access important information about our role in helping you achieve your financial goals in the COUNTRY Trust Bank Client Handbook (PDF).  

Fixed Annuity Handbooks

When working with our team of experts*, you may consider a fixed annuity as a potential solution to help you achieve your financial goals. Two of our companies offer a fixed annuity product -- COUNTRY® Capital Management Company and COUNTRY Investors Life Assurance Company®. You can access the COUNTRY Capital Management Company Fixed Annuity Handbook (PDF) and the COUNTRY Investors Life Assurance Company Fixed Annuity Handbook (PDF) for information to help you understand the type and scope of these fixed annuity products. 

Contact us

If you have additional questions regarding this information, please call us at 866-COUNTRY (866-268-6879).

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.

*Financial planning professionals with COUNTRY® Trust Bank (CTB) and its Investment Solutions Representatives, who provide marketing, solicitation, and client assistance on CTB’s behalf; sales of products by Registered Representatives of COUNTRY® Capital Management Company. The specific team(s) involved will vary by need. 

Registered broker/dealer offering securities products: COUNTRY® Capital Management Company, 1705 Towanda Ave, 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.