An Advisor’s Guide to Behavioral Finance

Focusing on why people actually behave the way they do when making financial decisions instead of how they often do is the basis for behavioral finance, and it’s finding its place alongside financial planning and investment strategies as necessary for advisors to provide full client value.

An Advisor’s Guide to Behavioral Finance explores clients’ motivators, biases, and limitations surrounding finances so advisors can help define purposeful, values-based goals and investment decisions.

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IMPORTANT DISCLOSURES: Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity’s investment objectives, risks, 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 Insurance Company. 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. 
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