By crafting innovative, easy-to-understand annuity products and building a strong network of advisors, we’ve helped countless risk-averse investors overcome fears of losing their hard-earned retirement savings.
Headquartered in Madison, Wisconsin, our expansive nationwide team eagerly serves advisors and investors with innovative annuity products and a superb level of service.
Our mission is to help individuals of all incomes and life stages achieve financial security, no matter where they are in their investment journey.
Our diverse suite of innovative annuity products and services are designed to help investors reach their retirement goals.
For clients seeking a measure of security for their spending in retirement, a sure, steady source of income now or down the road provides a solid foundation for planning
A Lasting Legacy
Clients can leave behind what they’ve built in the way that’s right for them and best for their heirs.
Risk-controlled growth helps build a nest egg throughout market cycles without the worry of catastrophic loss.
1Barron’s, “Finding an Annuity That’s Right for You,” July 20, 2020
The above represents 2019 ratings for CMFG Life Insurance Company and MEMBERS Life Insurance Company, and our annuity underwriting companies. As of December 31, 2019, financial records of CMFG Life’s parent, CUNA Mutual Holding Company, a Fortune 1000 company, indicated $28.5 billion in assets, $23.8 billion in liabilities and $4.7 billion in policyholder surplus.*
*SOURCE: 2019 internal reporting as stated in the CUNA Mutual Group Annual report.
CUNA Mutual Insurance Society incorporated in Madison, WI
Ranked 121st among life insurance companies measured by total coverage in force1
Ranked 60th among life insurance companies1
Ranked the 29th largest insurance company in coverage in North America1
Reached $5 billion in coverage, the first insurance company to do so in its first 25 years1
Established International Department serving 26 countries
Insurance in force passed the $20 billion mark1
Named the nation’s #1 provider of credit life insurance by A.M. Best Company2
Ranked 22nd among financial services/insurance providers by Information Week magazine’s 2001 list of businesses with advanced information technology practices and at least $1 billion in revenue3
Ranked 2nd overall and 1st among financial services/insurance providers in Information Week magazine’s 2002 list of the largest and most innovative users of information technology among American businesses3
Acquired CPI Qualified Plan Consultants, Inc., Great Bend, KS
Celebrated its 75th Anniversary
Ranked 14th among life/health insurance companies — 701st overall on Fortune magazine’s list of 1,000 top American companies by 2015 revenue4
Named one of the fastest-growing annuity companies in the U.S. by LIMRA International5
Two Annuities listed in Barron’s Top 100 Annuities6
Four Annuities listed in Barron’s Top 100 Annuities7
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