Company Information

Get to know Iowa Senior Planning

Iowa Senior Planning is an independent insurance agency based in West Des Moines, Iowa. The company focuses on assisting seniors with navigating complex insurance and retirement planning decisions. By not being captive to any single insurance carrier, they aim to provide unbiased advice and find the most suitable and affordable plans for their clients' specific needs. Their primary services include guidance on Medicare (Supplements, Advantage, Part D), Life Insurance, Annuities, Long-Term Care, and Dental/Vision/Hearing insurance. The company's mission is to educate and empower seniors to make confident decisions about their future.

Industry

Financial InsurancePRIMARY
Financial Other Service

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Iowa Senior Planning

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.