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Frequently Asked Question For Investments & Life Insurance

I Need To Take Money Out Of My Account.

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.

I Change Bank Accounts And Need To Update My Payment Plans.

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.

I Need To Update The Beneficiaries Listed On My Account.

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.

I Need To Update My Address, Contact Information or Name On My Account.

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.

How Do I Access My Accounts Online?

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

PLEASE. STOP. ALL. THE. MAIL. 

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.

When Will I Receive My Tax Documents?

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

When Can I Retire?

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.

What Type Of Life Insurance Should I Own: Term Or Permanent?

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. 

What Is Johnson Insurance's Investment Philosophy?

We believe everyone needs a plan for their investments. We implement a variety of strategies that are customized for your specific needs, including guaranteed* income sources, providing liquidity for emergencies and opportunities, and ensuring wealth has the opportunity to be transferred from generation to generation without severe tax consequences. When it comes to investments we believe in properly diversifying a portfolio, minimizing expenses, and having the ability to quickly maneuver money if needed.

Please call our office at (319) 444-2255 or email Sara Miller to schedule an appointment with an advisor. Our team would love the opportunity to meet with you to see if our firm is a good fit.


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