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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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Insight and Expertise to
Help Grow Your Business

Attracting and retaining clients in today’s environment requires more than market wisdom. Clients look to you not only for financial know-how but also your ability to understand and empathize with their lives and their goals.

IMPACT: Learning from Leaders Webinar

Leveling up your skills as a financial advisor involves a mix of experience, hard work, education, and something extra—inspiration from top achievers. CUNA Mutual Group can help your business grow by bringing valuable lessons and experiences from top industry leaders.

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.

inflation-adjustments-tax-rates-2022

11 Important IRS Inflation Adjustments & Tax Rates for 2022

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2021 Review

2021 Year in Review for Financial Advisors and Clients

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2022 Cost of Living Adjustments

What You Need to Know About 2022 Cost of Living Adjustments (COLA)

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CUNA MUTUAL GROUP ANNUITIES BLOG

Stay one step ahead with industry updates, advisor practice and business-building tips, links to fresh resources, and more.

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

ZCA-3022377.3-0921-1023

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Barron's Best!

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CUNA Mutual Group is recognized in Barron’s 100 Best Annuities for 2021.

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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-C, 2015-VA-C(ID), 2018-VA, 2018-VA-F, 2018-VA(ID), 2018-VA-F(ID), 2008-SPIA-I, 2008-SPIA-LO, 2008-SPIA-DB, 2008-SPIA-DB(OR), 2008-SPIA-I (OR), 2008-SPIA-LO (OR), ICC13-DIA, ICC13-DIA(B), 2012-SPDMGIA(ID), 2013-DIA, ICC14-SPDA, 2014-SPDA, 2014-SPDA(OR), ICC20-SPDA, 2020-SPDA, ICC20-MVAEND, 2020-MVAEND, 2018-RILA, 2018-RILA-GLWBRDR, 2018-RILA-DRAEND, 2018-RILA(ID), 2020-VAIL, 2020-WVRSEND, 2020-VAIL(ID), ICC20-SPDA, 2020-SPDA, ICC20-ROPGEND, 2020-ROPGEND, ICC20-MVAEND and 2020-MVAEND.

CMGA-2360257.6-0521-0623
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