Investing is complicated, and peopleās investment needs are very individualized. There are lots of options to choose from, so talking with an expert such as a licensed securities agent, investment adviser or insurance agent (also called an āinsurance producerā) can be a big help to make sure you, your family and your assets are properly invested.
Itās important to do research on your investments and those you are doing investments with. Be sure toĀ double-check before you investĀ by making sure the investment and the person selling it are currently licensed to do business in Iowa.
You do not need to use the sameĀ securities agent,Ā investment adviserĀ orĀ insurance agentĀ for all of your investment needs although it may be cost beneficial to do so. Contact the Iowa Insurance Division if you would like assistance reviewing the information.