The Investment and Insurance Centers have been delivering quality financial solutions to individuals and families in Northeast Iowa for over 25 years. Because some of our Associates are also Registered Representatives of United Planners, we not only specialize in Insurance but through this relationship are able to offer Investments. We are committed to providing the reliable customer service that is so valuable in today’s busy world. We will work with you to help ensure that you and those that you care about most are protected during life’s most uncertain times.
With locations in Northeast Security Banks in seven towns around Northeast Iowa, we are conveniently located. Please call (800) 332-0086 to make an appointment.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
For homeowners who think their property taxes are too high, there are ways to appeal.
The true cost of raising a child may be far more than you expect.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What if instead of buying that vacation home, you invested the money?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How do the markets usually react to elections? Was the 2016 election any different?
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?