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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Currency has been around for a long time. Here’s a quick history lesson.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Make your retirement as exciting as your next vacation.
Do you have causes that you want to support with donations? Here are three tips.
The market is as unpredictable as the weather. We’d love to help you prepare.