The Tax Man Still Cometh: Implications for 2019 Annuity Taxes

Why Emotional Intelligence Matters in an Age of Disruption

It’s National Annuity Awareness Month: Pass it on!

How the CARES Act Impacts Individual Financial Planning

5 Ways to Respond to “I Already Have an Advisor”

How Financial Support for Grown Children May Threaten a Client’s Retirement

3 Ways to Build Relationships With Younger Generations

Should Retirees Ever Consider Equities?

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

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

3 Strategies for Helping Clients Cover Healthcare Costs in Retirement

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

Creating Genuine Connection Through Artificial Intelligence

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

CUNA Mutual Group Launches Advanced Planning Resources Program

Economic Commentary: Containment, Policymakers, and World Financial Markets

Strengthening Client Relationships In a Time of Social Distancing

8 SECURE Act Facts…and What Advisors Should do About Them

10 Conversation Starters to Engage With Clients

The Coronavirus: How to Talk with Clients About Its Market Impact

No More Money on the Sidelines: Helping Clients Rethink How They Save

Four Annuities and When to Recommend Them

Why the Optimal Time for Guaranteed Lifetime Withdrawals May Be Now

How Wealthy Investors Look for a Financial Advisor

Beyond Age: 5 Factors That Could Impact Your Clients’ Longevity Risks

Top 4 Reasons a Client Should Not Get a Prenup

Economic Commentary: Annual Investment Review and Outlook

“And the Lifetime Achievement Award goes to…Fixed-Rate and Index Annuities!”

A “True” Fiduciary is a Trusted Fiduciary

Retirement Considerations for Couples vs. Single Investors

Divorce After 50 — Why Clients Need A Retirement Rescue Plan

How to Respond When Clients Complain About Your Fees

5 Types of Scams that Could Rob Investor Savings

How to Respond When Clients Face a Crisis

Don’t Forget Digital Assets As Part of Estate Planning

Help Clients Avoid Taking Social Security Too Early

Conquering Clients’ Financial Planning Fears

Conversation Starters: Talking With Investors During Each Phase of Life

When Entitled Children Jeopardize Their Parent’s Retirement

Bonds Or Annuities? Which Generates More Retirement Income?

3 Financial Risks For Retirees 75+

Strategies for Navigating the Baby Boomer Danger Zone

The Unsung Value of Financial Advisors vs. Robo Advisors

Middle-aged & Jobless: Clients Look to Advisors for Guidance

5 Trends Reshaping Retirement As We Know It

Guaranteed Lifetime Withdrawal Benefits: What Your Clients Need to Know

CUNA Mutual Group Rolls Out Zone Income™ Annuity

Economic Commentary: The Tariff War’s Current and Future Impact

CUNA Mutual Group Recognized on Barron’s Top 100 Annuities Lists

When Investors Spend Too Much — Reigning in Spendthrift Clients

5 Ways to Keep Clients Happy and Manage Expectations

Widows Often Shocked by Tax Burden

How a Couple’s Age Gap Affects Their Retirement

4 Social Security Myths Your Clients Believe (and Advice You Can Give Them)

Charitable Giving During Retirement: How Men and Women Differ

Social Security Quiz Stumps Nearly Half of Near-retirees

Economic Commentary: The U.S. Equity Bull Market: Exploring Signs of a Cyclical Peak

Retiree Health Care Costs: the Good, the Bad, and the Ugly News

The History of the Dow — Why Risk Control Matters More Than Ever

Understanding the Impact of Divorce on Retirement

Is Diversification the Key to Success?

3 Essential Traits of a Successful Financial Advisor

Economic Commentary: Updating the U.S. Investment Cycle

Annuity Taxes — What Your Clients Need to Know

Practical Advice for Clients Who Inherit Money

CUNA Mutual Group Annuity Exec Offers Perspective on Industry Growth in Advisor Publication

Cash May Not Deserve Its Bad Rap, But Annuities May Be Better Strategies

How Income Annuities Can Help Bridge the Widening Retirement Income Gap

CUNA Mutual Group Annuity Distribution Team Earn Behavioral Financial Advisor (BFA™) Designation

How Advisors Can Identify and Address the Unique Needs of Aging Clients

Portfolio Protection or Performance? Overcoming 3 Risk Aversion Behaviors

The 5 Most Important Decisions Before Retirement

Overlooked: Why and How To Build Financial Relationships With The Surviving Spouse

Economic Commentary: The Next Recession and Its Implications

5 Dangers of Being an Empty Nest Investor

Is Funding Children’s Educations Putting Clients’ Retirements At Risk?

Re-Strategizing Retirement In Light Of Ongoing Social Security Woes

How To Better Understand and Deal With Difficult Clients

The Pitfalls of Not Having a Written Financial Plan

When and Why to Discuss Cybersecurity With Your Clients

IRS Announces Cost Of Living Adjustments For The 2019 Tax Year

Are Baby Boomers Misinformed About How Much To Save For Retirement?

10 Questions Married Couples Need Their Financial Advisors To Ask

Why Financial Advisors Cannot — And Should Not — Ignore Generation X

The Value of Communicating with Clients During Volatile Markets

Is Early Retirement Always a Healthy Decision?

4 Things Millennial Investors Expect From A Financial Advisor

What Can Clients Learn From You About Their Retirement?

4 Things Clients Need to Know About Managing “Sudden Wealth”

4 Strategies for Establishing and Adding Value to HNW Client Relationships

5 Things Couples Need To Consider Before Retirement

5 Things Women Need To Know About Social Security Benefits

What Does It Take To Make — And Keep — Clients Happy?

Letting Go: When And How To Part Ways With A Difficult Client

Could Your Clients Absorb the Financial Impact of a Natural Disaster?

Pension Tension: How Dwindling Defined Benefits Plans Could Impact Clients

4 Truths About Annuities That Your Clients May Not Know