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Stronger Together – Learn how we’re helping our customers address challenges

Time is money. Spend it well.

CUNA Mutual Group’s Acceleration® program is designed to be fuel for thought and action you can use to spark real improvements in the way you work — right away and down the road.

Acceleration® is backed by our decades of experience in the financial services space and features six modules, spotlighting topics and trends that can make a measurable difference in your business results.

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See it in action.

 

Covering the topics that drive advisor success.

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Show and Sell

Hosting seminars turns prospects into clients and clients into lifetime relationships.

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In-Branch Referrals

Finding and cultivating a reliable source of referral business can be a huge boost to your client roster — and that can start right in the branch where you work.

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Client Referrals

Getting referrals from current clients might be your best and most efficient strategy for building new business.

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Show and Sell



Tools and Guides

  • A catalog of prepared presentations
  • Seminar planning timeline and checklists
  • Presentation tips

In-Branch Referrals



Tools and Guides

  • Guides on how to maximize your efforts
  • Tips to identifying opportunities
  • How-tos for your branch colleagues to recognize and make referrals

Client Referrals



Tools and Guides

  • Step-by-step guide to building a referral program
  • Progress tracking report
  • Client conversation guide

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Behavioral Finance in Action

Consider adopting the behavioral finance methodology of conversation and engagement.

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Maximizing Client Relationships

In this module, we guide you through the steps of developing a long-term approach to client service and engagement.

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Setting Your Social Strategy

Social media is an affordable and powerful addition to your business development plan. Learn ways to make it work for you.

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Behavioral Finance in Action



Tools and Guides

  • Guide for preparing clients for life events
  • Discussion tips
  • Action item checklist

Maximizing Client Relationships



Tools and Guides

  • Guide to leveraging long-term client engagement
  • Communications road map
  • Client satisfaction survey

Setting Your Social Strategy



Tools and Guides

  • Guide to the various social media platforms
  • Tips to set you social strategy
  • Action plan to deepen current client relationships and connect with new prospects

Learn more about Acceleration® from your wholesaler or call 847.345.GROW (4769), option 1.

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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-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, 2002-SPDANP(OR), ICC20-SPDA, 2020-SPDA, ICC20-MVAEND, and 2020-MVAEND.

CMGA-2360257.2-1020-1122
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