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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.


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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

It May Be Time for a Financial Checkup

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It’s never a bad time to speak with your financial advisor about changes in your situation.

 

Putting a Price Tag On Your Health

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Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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There are hundreds of ETFs available. Should you invest in them?

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What if instead of buying that vacation home, you invested the money?

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Here is a quick history of the Federal Reserve and an overview of what it does.

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