Iowa Residents

Iowa’s Insurance Division has specific information for their residents regarding questions to ask their financial planning and medicare misconceptions.

For more information for the residents of Iowa visit the Iowa Insurance Division website.



Iowa Investor Education Survey (July 2019)

The Association for Financial Counseling and Planning Education® (AFCPE®) presents the results from a statewide survey that examined the retirement preparedness of Iowans. The survey, which was funded by a grant from the Investor Protection Trust (IPT) in collaboration with Iowa Insurance Division, revealed that 49 percent of Iowa residents do not feel they are adequately planning or financially prepared for their retirement.


Financial Planning

Questions to Ask Your Financial Advisor for Iowa Residents

Choosing a financial advisor may be one of the most important decisions in life. Not only do they help you while you are actively making money, but they also help you after, and in retirement. Download video >



Annuities may seem complicated but with the right help, it can be an important part of your retirement plan. Learning how annuities work will make sure you are on top of your retirement plan. Download video >

Watch additional Financial Planning videos.


Healthcare & Lifestyle

Medicare Misconceptions


What is Medicare? When am I actually eligible for Medicare? What’s part D, and do I need it? Learn more about how this lifeline to medical coverage works from Kris Gross (Director, Iowa SHIIP), who helps people navigate the ins and outs of Medicare every day. Download video >

Watch additional Healthcare & Lifestyle videos.