3 Ways to Build Relationships With Younger Generations

May 26, 2020


It’s standard protocol when filling out forms for clients to have them list beneficiaries. For many, a spouse is often first in line, with children being listed as secondary beneficiaries. It begs the question, however:

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Should Retirees Ever Consider Equities?

posted in Retirement May 19, 2020


As older Americans approach retirement, it’s only natural for them to expect a reduction in equity investments. Less risk to stock exposure is a conservative (and wise, many would say) move.

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CUNA Mutual Group Taps Julie Winslow to Lead Internal Sales for National Annuities Team

posted in Press Releases May 15, 2020


Winslow joins CUNA Mutual Group as a senior manager overseeing virtual and wholesaling teams and strategic sales planning

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5 Questions to Gauge Your Client’s Interest in Guaranteed Annuities

posted in GLWBs May 12, 2020


Any opportunity you have to educate clients about investment options is a good one. Portfolios with traditionally recommended platforms may not include a potentially valuable segment of investment options: annuities.

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3 Strategies for Helping Clients Cover Healthcare Costs in Retirement

posted in Retirement May 5, 2020


Retirees may experience some sticker shock when it comes to healthcare costs. That’s because a 65-year-old retired couple can expect to spend $285,000 to cover their medical and healthcare costs throughout retirement. That figure is slightly higher than previous findings. The outlook for singles is comparable, with single men expected to pay $135,000, and $150,000 for a single woman.1 These numbers don’t include expenses that Medicare doesn’t cover, such as dental, vision, over-the-counter medications and long-term care.

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5 Tips to Remain Productive When Working Remotely Amid COVID-19

posted in Client Relationships Apr 28, 2020


Every corner of the world is being impacted by the COVID-19 pandemic, and many people’s livelihoods may be threatened either through job loss or market volatility. As a financial advisor, your services are likely considered among those classified as essential but, like many others, you’re having to adapt to working remotely and may have added responsibilities you haven’t had to deal with before.

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Creating Genuine Connection Through Artificial Intelligence

posted in Client Relationships Apr 21, 2020


Increasingly, advisors are looking to technology to enhance their client experiences, form deeper connections and, ultimately, grow their businesses.

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5 Ways Advisors Can Leverage the Annuities Team at CUNA Mutual Group

Apr 14, 2020


In today’s world, there are arguably more tools available than ever before to equip financial advisors, making their jobs both easier and more challenging at the same time.

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CUNA Mutual Group Launches Advanced Planning Resources Program

posted in Advanced Planning Apr 11, 2020


Marshall Heitzman Will Lead the New Program Efforts To Help Advisors Solve Complex Retirement Planning Challenges

MADISON, Wis. – CUNA Mutual Group, a leading insurance and financial services company, announced today the launch of its Elevate™ Advanced Planning program for advisors and broker-dealers, available beginning March 2020.

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Economic Commentary: Containment, Policymakers, and World Financial Markets

posted in Economic Commentary, Volatility Apr 7, 2020


Although there remains enormous uncertainty regarding the immediate future, it is important to remember that financial markets are forward looking and will anticipate an improvement in economic trends well in advance of the media.

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