Frequently Asked Question For Investments & Life Insurance

First, give yourself plenty of time for this transaction to take place. It typically takes 5 - 7 business days to make trades and have investment firm send money. When making the request please let us know the following:

• The Dollar Amount You Want Taken Out
• If You Want Taxes Withheld From Your Distribution

Depending on the company you may need to sign a Distribution Request Form. 

IMPORTANT NOTICE: All distribution requests must be made over the telephone or in-person. We are unable to accept any trade instructions through email or fax.

Please call our office at (319) 444-2255 and ask for Sara Miller.

First, give yourself plenty of time for this change to be made. It may take a couple of weeks depending on the company. Changing bank accounts requires:

• A Signed Form By All Account Owners
• A Voided Check

Please call our office at (319) 444-2255 or email Sara Miller.

Each company requires a signed form for each account you have. You will need the following information to complete your request:

• Beneficiary Name
• Date of Birth 
• Social Security Number 
• Telephone Number
• Address
• If a trust, the date of the last modification to the trust.

Please call our office at (319) 444-2255 or email Sara Miller.

Each company varies greatly on how they address these changes. Best practice is to contact our office, so we can help you get the correct forms and let you know of any additional information/documentation that may be required.

Please call our office at (319) 444-2255 or email Sara Miller.

To login to view your accounts click here.

To setup online access, reset password or need instructions please call our office at (319) 444-2255 or email Sara Miller. 

Yes, most companies have an electronic delivery option which allows you to receive items through email. However, set up is different for each company. 

Please call our office at (319) 444-2255 or email Sara Miller, so we can walk you through the correct process.

Tax documents are delivered at different times depending on the company.

• Most directly held fund families send out their 1099's around the first week of February.
• Pershing and other brokerage accounts send out their 1099's near the end of February or early March. 

Our office may be able to provide you with a tax summary, but this is not your final tax document. 

IMPORTANT NOTICE: If you have signed up for paperless delivery your 1099's will be emailed to you.

Please call our office at (319) 444-2255 or email Sara Miller

This is a great question and one that has a different answer for everyone! We utilize Money Guide Pro, which is a financial planning software to help identify your retirement date based on your resources and goals. 

Please call our office at (319) 444-2255 or email Sara Miller to schedule an appointment with an advisor to review your financial plan and check if you are on the right track to retirement.

We sell both and the simple answer to this question is, "the best type of life insurance is the one that is in-force the day you die." Depending on your needs, budget, and goals we may use a combination of the two or start with one or the other. 

HELPFUL RESOURCES:

What You Need To Know About Permanent Life Insurance Blog

What You Need To Know About Term Life Insurance Blog

How Much Life Insurance Do You Really Need Blog

Check out our Life Insurance Calculator to quickly determine how much life insurance you need.

Please call our office at (319) 444-2255 or email Sara Miller to schedule an appointment with an advisor to make sure you are properly insured and your family is taken care of. 

Today's uncertain times have led to some really volatile market environments. A common question I hear from clients is will we be ok? With that being said I thought it would be a great time to discuss our approach to investing to help build a little clarity for our clients and community. We want to help you understand our approach to investing and why working with us can make a world of difference. So let's get started!

1. Establish clear and concise goals with your money.
2. Get a clear understanding on what kind of risk you are willing to take to reach those goals.
3. Determine the right product to utilize.
4. Build an appropriate allocation within your portfolio matching your risk tolerance and investment objectives.
5. Discuss how we get paid for our work.
6. Monitoring of the portfolio as you move forward.

There you have it, the Johnson Insurance Investment Philosophy. If you don't have a clear picture of how you are working with the people who are managing your money give us a call and we would be happy to discuss your situation.

*All Guarantees are based on the financial strength and claims-paying ability of the issuing insurance company.