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Reinventing Annuities For The Modern Investor

With so many investment options and market uncertainty, investors may be more confused than ever about how to plan for the future.

As a financial advisor, you’re there to help risk-averse clients sift through the noise and form solid investment strategies they can feel good about. CUNA Mutual Group is there to provide you with straightforward, easy-to-understand annuity products, resources and services to maximize success and build confidence, both for you and your clients.

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We back your efforts with tools and support that make it easy to bring all the benefits of CUNA Mutual Group annuities to life.

  • An experienced wholesaling team
  • Dedicated call center
  • Consumer marketing materials
  • Web-based sales tools
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Explore Our Products

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Fixed Annuities

Help your risk-averse clients with a stable, tax-deferred way to grow savings and guarantee income to fuel retirement.

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Registered Index-Linked Annuities

For addressing various needs at different life phases, these annuities link to the performance of a market index to calculate gains or losses.

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Variable Index-Linked Annuities

A new way to look at diversified investing, combining the flexibility of variable funds with the loss protection of market risk control.

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Income Annuities

If clients are nearing (or in) retirement, create a strategy with a steady stream of income.

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Grow Your Knowledge
With Value-Add Programs

Boost your value as a strategic advisor! Use our advanced planning resources to address complex investment scenarios you may encounter with clients, curated by experts who are here to help you grow your business and enhance your client relationships.

Helpful Resources

Guides, eBooks and infographics to gain insights into investment options and strengthen your client relationships.

Our Blog

Timely and relevant articles on the latest economic news, investment ideas,
advisor strategies and client engagement tips.

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It’s National Annuity Awareness Month: Pass it on!

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How the CARES Act Impacts Individual Financial Planning

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Thank you for your interest in getting appointed with CUNA Mutual Group. The process for getting appointed is simple — just 3 easy steps.

Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.

All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions.

FOR REPRESENTATIVE USE ONLY; NOT TO BE SHOWN TO THE GENERAL PUBLIC

MGA-3022377.1-0420-0522

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© 2020 CUNA Mutual Group

Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.

All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions.

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.

Base policy forms 2012-SPDMGIA, 2015-VA-B, 2015-VA-C, 2018-VA-F, 2008-SPIA-I, 2008-SPIA-LO, 2008-SPIA-DB, ICC13-DIA, ICC13-DIA(B), 2013‑DIA, ICC14-SPDA, 2014-SPDA, 2014-SPDA(OR), 2002-SPDA and 2002-SPDANP(OR).

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