The Value of an Insurance and Financial Review
It makes sense to complete a confidential review to help secure your future.
Most people aren't experts in every aspect of their financial security, so a financial security plan can easily have gaps and weaknesses. Put simply, what you don't know or understand about your financial affairs could hurt you and your family.
If you haven’t met with a COUNTRY Financial representative before
The first meeting simply allows you to learn more about the products and services COUNTRY Financial® offers. Plus, you can get to know your representative better as your representative learns about your needs. Together, you will create a tangible financial security plan to achieve your goals.
You can download a complete list of items to bring with you to review: Insurance and Financial Review Checklist
If you and your representative have met before
It’s important that you take a fresh look at your insurance and financial situation on a regular basis. Your representative may discover gaps in coverage or opportunities that can help you meet your goals more efficiently.
A company you know and trust
COUNTRY Financial is committed to taking the time to get to know you so we can successfully meet your needs today and in the future. We'll be there for you every step of the way. As your needs and goals change, we can make sure your financial security plan always stays on track.
Backed by a team of experts
We understand that finding ways to be financially secure can be overwhelming. It takes a lot of specialized knowledge to accurately assess your entire financial picture. We’ll help you safeguard what you have today and invest for your financial security tomorrow.
Helping you achieve financial security, no matter from where you’re starting
Some people may feel their financial security is in pretty good shape. However, it’s rare for someone to be completely prepared to meet all their future financial needs. The peace of mind that comes with a thorough review of your situation could be well worth your time.
Others know their situation isn’t in good shape at all, and they hesitate to share their information. An Insurance and Financial Review with COUNTRY Financial is exactly the place to start. It can help you tackle an overwhelming situation and get you back on the road to financial security.
Either way, you have nothing to lose by sitting down with your COUNTRY Financial representative for a no-obligation review. It could be one of the smartest things you’ll do to help ensure your family’s future financial security.
Policies issued by COUNTRY Life Insurance Company® or COUNTRY Investors Life Assurance Company®, Bloomington, IL.
For product and service information, read our Terms & Conditions.