Investment Service
Complete investment services to create and preserve wealth. Our experienced investment staff is dedicated to the mission of exceeding the standards of service to investors.
Complete Investment Services to create and preserve wealth
Investment Service Benefits
Included Services
- Stocks
- Bonds
- Mutual funds
- Annuities – fixed, equity indexed, variable
- Estate planning
- 401(K) / IRA rollovers
- College planning
- Insurance
How to use the program
Call the toll free number, Monday through Friday 8am to 5:30pm (CST)
You will be connected to a licensed investment analyst. Provide your Member ID found in your Welcome Letter.
Keeping an eye on the future for investors
PAST PERFORMANCE MAY NOT BE INDICATIVE OF FUTURE RESULTS. THEREFORE, NO CURRENT OR PROSPECTIVE CLIENT SHOULD ASSUME THAT FUTURE PERFORMANCE OF ANY SPECIFIC INVESTMENT OR INVESTMENT STRATEGY (INCLUDING THE INVESTMENTS AND/OR INVESTMENT STRATEGIES RECOMMENDED OR UNDERTAKEN BY INVESTMENT SERVICE) MADE REFERENCE TO DIRECTLY OR INDIRECTLY BY INVESTMENT SERVICE, WILL BE PROFITABLE OR EQUAL THE CORRESPONDING INDICATED PERFORMANCE LEVEL(S). DIFFERENT TYPES OF INVESTMENTS INVOLVE VARYING DEGREES OF RISK, AND THERE CAN BE NO ASSURANCE THAT ANY SPECIFIC INVESTMENT WILL EITHER BE SUITABLE OR PROFITABLE FOR A CLIENT OR PROSPECTIVE CLIENT’S INVESTMENT PORTFOLIO. HISTORICAL PERFORMANCE RESULTS FOR INVESTMENT INDICES AND/OR CATEGORIES GENERALLY DO NOT REFLECT THE DEDUCTION OF TRANSACTION AND/OR CUSTODIAL CHARGES, THE DEDUCTION OF AN INVESTMENT MANAGEMENT FEE, NOR THE IMPACT OF TAXES, THE INCURRENCE OF WHICH WOULD HAVE THE EFFECT OF DECREASING HISTORICAL PERFORMANCE RESULTS.
