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.
Help your risk-averse clients with a stable, tax-deferred way to grow savings and guarantee income to fuel retirement.
For addressing various needs at different life phases, these annuities link to the performance of a market index to calculate gains or losses.
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.
Timely and relevant articles on the latest economic news, investment ideas,
advisor strategies and client engagement tips.
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.
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