Invest

How can I help you?

Bruce Jones agent photo — Bruce Jones

Office: (435) 752-3233

Message Me Request a Quote

Header image

Invest

Form CRS and Important Investment Disclosures

When it comes to your financial future, our agents and advisors are trained to put your best interests first. We're committed to listening to your needs, understanding your goals, and working with you to develop a plan that meets your needs. Use the links below to access some of our most important client/member disclosures.

Client Relationship Summary (CRS)

Best Interest Disclosure

FBL Wealth Management, LLC Firm Disclosure Brochure (ADV Part 2A)

FBL Wealth Management, LLC Wrap Fee Program Brochure (ADV Part 2A Appendix 1)

How can I help you?

Bruce Jones
(435) 752-3233

Call Me Message Me Request a Quote

The Learning Center

Plan Today. Prepare for tomorrow.

Enrich Your Farming with These 6 Farming and Agriculture Apps

2/17/2016 3:06:37 PM Check out six of the best agriculture apps in 2016 for dairy, cattle and crop farmers. Read Article: Enrich Your Farming with These 6 Farming and Agriculture Apps »
Are You Farm Bureau Financially Savvy?

4/11/2016 5:30:32 PM In honor of Financial Literacy Month, test your financial knowledge with this 13-question quiz! Read Article: Are You Farm Bureau Financially Savvy? »
How to Talk About Money with Aging Parents

5/26/2017 1:14:08 PM It’s time to stop avoiding your elderly parents’ finances and have a heart-to-heart with mom and dad. Read Article: How to Talk About Money with Aging Parents »
5 Reasons Why Millennial Farmers Are on the Rise

1/20/2016 2:52:36 PM Read the top reasons millennials are showing a renewed interest in agriculture. Read Article: 5 Reasons Why Millennial Farmers Are on the Rise »
How to Safely Navigate a Data Breach

4/5/2017 2:12:05 PM Find out how to create a data breach response plan so your business is protected in case of a cyber attack Read Article: How to Safely Navigate a Data Breach »
Identity Theft Protection in 3 Steps

9/21/2019 5:00:00 AM Identity theft is on the rise. Do you need special coverage to protect against the risks? We look at the pros and cons of these policies. Read Article: Identity Theft Protection in 3 Steps »
Everything You Need to Know if Your Child Is Flying Alone

4/13/2018 5:00:00 AM The process for children flying alone isn't what it used to be. Learn how to prepare yourself (and your child) before heading to the airport. Read Article: Everything You Need to Know if Your Child Is Flying Alone »
Share the Road

9/30/2016 5:00:00 AM Tips for keeping drivers safe when farm equipment is on the road. Read Article: Share the Road »
7 Surprising Black Friday Shopping Facts

11/17/2015 6:53:54 PM
We share Black Friday facts to help business owners make the most out of the holiday, and shed some light on how COVID-19 could affect Black Friday shopping in 2020.
Read Article: 7 Surprising Black Friday Shopping Facts »