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posted in: Financial Security

How to Define Your Financial Security Goals

During an Insurance and Financial Review, we will talk with you about your current plans, concerns, and long-term goals. That way, we can get a clear sense of your personal priorities and develop solutions that match your financial security goals.

Questions you may want to think about:
  • What are your primary concerns today?
  • What things are most important to you in the long run?
  • What do you want to achieve in the next five years?
  • What do you want to achieve in the next 10 to 20 years?
  • What do you want your retirement to be like?
  • What kind of legacy would you like to leave?

COUNTRY Financial can work with you to answer these difficult questions. You may also want to create a list of factors that contribute to your idea of financial security.

Factors that may be relevant to your life:
  • Protecting your family in the event of accident or death
  • Protecting your assets
  • Having enough money to cover your debts
  • Starting a family
  • Retiring
  • Protecting your income in the event of an illness
  • Providing for your survivors
  • Paying off loans
  • Taking a vacation
  • Preparing for retirement
  • Building a home
  • Buying a new home or car
  • Funding your child’s education
  • Starting a new business
  • Protecting your property
We will work with you to develop a tangible plan to address your immediate and long term financial security goals. 
Learn more:

Policies issued by COUNTRY Life Insurance Company® or COUNTRY Investors Life Assurance Company®, Bloomington, IL.

Life insurance policies have limitations and are not available in all states. For costs and complete details of the coverage, contact a COUNTRY Financial representative or contact the company.

For product and service information, read our Terms & Conditions.