“If you change the way you look at things, the things you look at change” - Wayne Dyer Wealth Accumulation ______________________________ Help secure a more comfortable future with solid planning today. Protecting your wealth and assets involves taking advantage of a diverse array of financial solutions tailored to your long-term needs. You may be budgeting for the mortgage on a new home or learning to manage newfound wealth. Now it's time to look toward the future to help protect your assets. As you think about ways to minimize your taxes, fund your retirement, and protect loved ones, you can work with our Financial Services Representatives to make the process easier. Learn more Investments ______________________________ Part of planning for your future involves making educated decisions about managing your wealth and savings. Our Financial Services Representatives have the knowledge to guide you through the increasingly complex roadmap of investments that are available to you in today’s growing financial market. Learn more Mutual Funds ______________________________ Whether you favor an aggressive approach or a conservative one, we offer a breadth of mutual funds designed to match your investment goals. Mutual funds may be an appropriate option for investors at various income levels, and may help to reduce the worry of day-to-day issues such as what individual securities to buy and sell, or when to buy and sell them. They offer a level of diversity that can be hard to match as an individual investor. The increased diversification may reduce volatility. Learn more Annuities ______________________________ People are living longer and that means more time and savings will be spent in retirement. If you need a tax-deferred investment to provide a guaranteed stream of income for life or a specified number of years, it might be worth considering an annuity. An annuity is a contract between an insurance company and an annuity owner. In exchange for a purchase payment, or series of payments, the insurance company guarantees1 to pay a stream of income in the future. Learn more 529 College Savings Plans ______________________________ If you find yourself intimidated by the ever-rising price of higher education, then a 529 college savings plan might be a key component in saving for a college education. A 529 college savings plan is a tax-advantaged way to save for college and pay for higher education expenses. Unlike some other savings vehicles, a 529 college savings plan may allow you to make sizeable contributions. The funds may generally be used for any qualified college or higher education expense, including tuition, room, board, fees, books, supplies, and equipment. Tax benefits may be subject to certain restrictions. Learn more Have a Question? Name Email Address Phone Question Thank you! Oops! Find a Financial Professional A. Moghis Mian, MBA, RICP®, LUTCF® A. William Dehlendorf Aaron Bockman ChFC® Aaron Hughes Adam Elder Alicia Curtis ChFC®, CLU®, CASL® Amanda Luke Amy Gleason Amy Szablewski Andrew Pierce Andrew Rolwes Andy Busby Anthony Sanders Arthur R. Riley Jr. CFP® Bo Marshall Bob Hughes Brad Seib LUTCF®, RICP® Brad Masek CFP® Brady T. Westphal ChFC®, CFS® Brian Schmuke Brian Lorenz Brian M. Roberts CFS® Brooks Kickham ChFC®, CLU®, CFBS, CFS® CLTC®, CFS® Bruce D. Ward, CFP®, ChFC®, CLU®, RICP® Bryan Bolten, ChFC®, LUTCF® Caroline Schaupp Carrie Bischof Charlie Sottoriva Cheryl Linn Christopher Campo MBA, CFS®, CASL Christopher Dearing LUTCF® Christopher Kramer MBA Cindy Gross Dakota Adams Dan Marcotte Dana Scott Danielle Gibbons David Emshoff David Iannetto David Yount, CEPA®, CLTC® Derrick Gibbs Diane Newell Dick Huber Dillon Anderson Diona Cann Don Fitzgerald, CFP® Dr. Sharina Smith Drew Stevens, PhD Ed Drummond Edward Sottoriva Eliza Chrzanowska Elizabeth Wilmes Emily Sommers Ethan Eitel Everett Zornes Floyd Reed III Fred Drummond Gabrielle Hall Gary Sutter CLU®, CLTC® Greg Pettys ChFC®, CFP® Gregory D. Stein J. Todd Gentry CFP®, ChFC®, CAP®, LUTCF® Jabari Danzy Jack S. Treas Jacob Swearingen Jacob Halladay-Glynn Jake M. Cross James Bamber James Warren James R. Flores Jamie Boydston Jane Bertolino Janice Miller Jason Head Jason B. Harness, CLTC® Jenna Bennett Jennifer O'Keefe John Weeks CLTC® John Dodson John Ring John Sight MSFS, CLU®, ChFC® John W. Sweeney Jr. Jon Mattson Joseph Heitkamp Julie Avey Justin Hennessey CFP®, ChFC®, CLU® Jyl A. Barnard ChFC® Kalman Kovach Kara Perry Kara Keys Kari Snyder Kathy Mueller Katie Bennett ChFC® Kelia Sjoberg Kelly Morrison Kim O'Shea Kristina Holloran Kristy Gates Kyle Ortmann Lanny Curnes Larry Buessing Larry R. Gann CLU®, ChFC® Leonard "Fritz" Sander Jr. Lisa Gleason Logan Offner Lucas Cozart Lukas Noll Lynn Richmond Mackenzie Roach Madison Buie Mallory Immethun Marc Chenot Marc Hammer Marcus Alstadt Maria Alvarez Mark Hiatt Mary Busby-Simpson Matthew Merrick Matthew Dulick Matthew Laposa Matthew Robinson Matthias Dunville Meaghan Keeven Megan Knight Michael Daley CPA* Michael Middleton Michael Vanzandt Mike Fleming CLU®, ChFC®, CFP®, RICP® Monica Ellison Morgan Paulson Nicholas Dragan CFP®, CRPC® Nick Schneider CFP®, ChFC®, CLTC®, CLU® Pashia Malone Patrick Donlan Patty Becker ChFC® Philip A. Miceli III Phillip Barringer Phillip Bacon Rachel Burks Richard Le Richard Rodriguez Robert Herdler CLU®, ChFC®, ChSNC™ Robert Frazier Robert "Bob" Munroe Roger Lewis Roger A. Koch CLU®, ChFC®, LUTCF Ryan Paisley Sam Norton Sam Schell Samuel Silver Sarah Ringkor Saz Shrestha, CFP® Scott Sanders Scott Hocker, CLF® Scott Street Scott D. Colby CLU®, ChFC® Scott J. Wheeler Sean O'Neill Shannon Lewandoski Shelly Hines Stephanie Westwood Rothermich CLU®, CFBS® Stephen Lather Stephen McGoff Steve Draper Steven Ehrhard Summer Reid Ted Morris Ted A. Guebert Thelma Ruff Thomas Hadican Timothy Smith ChFC®, CLU® Tina Lender Todd Guffey Trevor Uhls, MBA Tyler Roberts Tyler A. Moore Valerie Baker CFP® Venessa Van Schalkwyk William Difani William "Butch" Carson Zach Oldham Zach St Clair Zachary Surgeon 1 Guarantees are based on the claims-paying ability of the issuing company and do not apply to the investment performance or safety of the amounts held in the variable investment options.