Some of our own leaders, describe the perspectives they gained by becoming BFA™-certified. See how you can deliver added value to clients by engaging more deeply with uncertainty, emotions, biases and irrational behaviors that can derail clients’ financial plans and investments.
VP, HEAD OF ANNUITY DISTRIBUTION
Behavioral Financial Advice isn’t just for clients. Learn more about how you can gain deeper insights into your own biases and behaviors to deliver more value to your full client book.
NATIONAL SALES DIRECTOR
When you help clients discover their core values, you help them move closer toward their best selves. See how exploring core values can help you differentiate yourself as an advisor.
DIVISIONAL SALES DIRECTOR
Learn how the Smart Money Philosophy can help you address the uncertainties clients face, to help mitigate fears and anxieties that can negatively impact decision-making — and portfolios.
DIVISIONAL SALES DIRECTOR
What gets in the way of many clients realizing their investments’ full potential? Often, it’s fear-based mistakes. As an advisor, you can help close the gap between potential and outcome.
VP, STRATEGIC PARTNERSHIPS
When you come to grips with uncertainty, you can help clients feel better prepared for what’s ahead. How do you address your own fears, and how can you put that experience to work for clients?
SR. MANAGER, HEAD OF INTERNAL SALES
When financial professionals engage with clients and honor their core values, clients feel heard — and better understand how their investments work. Start exploring core values and building rapport.
think2perform® offers an interactive experience you can use with clients to pinpoint the hopes, attitudes, fears and ambitions that can help them live – and invest – in alignment with the things they value most.
CUNA Mutual Group Annuities team provides THE VALUES CARD EXERCISE in relationship with think2perform®. It is the first step in the application of the alignment model. Ask us about other supporting materials and next steps after THE VALUES CARD EXERCISE. Reprinting is prohibited without the prior written consent of think2perform, Inc.
For Registered Representative use only. Not to be viewed by or distributed to the public.
CMGA-4161654.1-0122-0224
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 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), 2013-DIA, 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-ROPGEND, 2020-ROPGEND and 2018-VA-ROPEND.
CMGA-2360257.7-0322-0424
