Products & Services*

As an independent financial institution, we're not bound to in-house products, families of funds or a single investment approach.

This allows us to create an innovative, personalized plan for each client — a plan that addresses your specific needs and goals without bias or limitations.

Business Products & Services

Retirement Plans*

  • 401k/Profit Sharing
  • 403 (b) Plan
  • Simple/SEP IRAs
  • Deferred Compensation Plans
  • Cash Balance Plans

Retirement Plan Services*

  • Fiduciary Risk Management Analysis
  • Independent Investment Due Diligence
  • Group and Individual Enrollment Meetings
  • “Lunch & Learn” Employee Seminars
  • Vendor Searches & RFPs

Group Benefits

  • Health Insurance
  • Group LTD/STD
  • Group Life Insurance
  • Long Term Care
  • Voluntary Benefits

Mutual Funds*

  • Bond Funds
  • Equity Funds
  • Target Date Funds
  • Lifestyle Funds
  • Exchange Traded Funds (ETFs)
  • Sector Funds

Investment Products & Services

Income Investments*

  • Money Market accounts
  • Certificates of Deposit
  • Bonds
  • Real Estate Investment Trusts
  • Mutual Funds / Unit Investment Trusts(UITs)
  • Annuities

Managed Accounts*

  • Mutual Fund / Stock Wrap Programs
  • Tax Managed Accounts
  • Laddered CD & Bond Strategies

Retirement / Education Accounts*

  • IRAs — Roth, & Traditional
  • Section 529 College Education Plans
  • UGMA / UTMA Accounts
  • Educational IRA

Fee Based Planning Programs*

  • Comprehensive Planning
  • Modular Planning

Risk Management

Life Protection

  • Level Term
  • Whole Life
  • Variable Universal Life*
  • Indexed Universal Life

Income Protection

  • Individual Disability Income
  • Disability Buyout Program

Long Term Care Protection

  • Individual Extended Care Coverage
  • Executive Carve-Out Plans

Annuities

  • Fixed Annuities
  • Index Annuities
  • Variable Annuities*
  • Group Annuities
  • Qualified Retirement Plans

*Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and First American Bank are not affiliated. Additional products and services may be available through First American Bank that are not offered through AIC. Securities products are limited to residents of Iowa and Florida. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from First American Bank will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Not FDIC insured, no bank guarantee, may lose value.