New Proprietary Report from CUNA Mutual Group Explores How Annuities Can Meet Investor Needs and Their Advisors’ Practice Goals


    Build Loyalty Before Your Clients Shop for a New Advisor


    2021 Cost of Living Adjustments (COLA) Announced


    Social Security Benefits: 5 Crucial Considerations for Women


    Year in Review — Financial Advisor Takeaways from 2020


    Annuities as an Alternative Fixed Income Allocation?


    Overcoming 4 Annuity Myths & Misconceptions from Clients


    Focus On Core Values to Achieve Your Goals


    Retirement Savings Tips for Clients Who Live Paycheck-to-Paycheck


    How Advisors Can Engage Risk-Averse Investors


    Remember These 3 Employer Retirement Plan Rollover Opportunities


    Economic Commentary: Economy Remains Uncertain Amid Pandemic


    CUNA Mutual Group Launches Digital Behavioral Finance Advice (BFA™) Advisor Tools


    Why Advisors Need Behavioral Finance as Much As Clients


    Social Security Shortfall? Annuities May Be an Answer


    CUNA Mutual Group Debuts MaxProtect™ Fixed Annuity


    Protect Clients' Financial Security Against Cyber Threats


    Regulation Best Interest Compliance


    401(k) Matches Slashed: 5 Ways for Investors to Respond


    Advisor Succession Planning


    Questions to Ask When a Client Receives an Early Retirement Offer


    4 Cuna Mutual Group Annuities Make Barron's Top 100


    "Impact: Learning From Leaders" Series Expands


    Helping Clients Understand and Address Job Loss


    Roth IRA Conversion: When and Why?


    When Clients Choose Not to Leave Children an Inheritance


    Connect Better With Millennial Clients


    2019 Tax Filing Deadline Extended to July 15


    EQ Over IQ


    June is National Annuities Awareness Month


    Financial Planning Impacts of the CARES Act


    Overcoming Prospect Objections: 5 Conversational Tips


    Sensitive Straight Talk With Clients About Supporting Grown Kids


    Strengthen Client Relationships with Gen X and Millennials


    Equities May Be Right For Some Retirees


    Winslow Leads Internal Sales for CUNA Mutual Group's National Annuities


    Gauge Client Interest in Guaranteed Annuities: 5 Questions to Ask


    3 Ways to Help Clients Cover Healthcare Costs in Retirement


    Remote Work in a Pandemic: 5 Tips for Advisor Productivity


    Using Artificial Intelligence to Connect Better With Clients


    Leverage the CUNA Mutual Group Annuities Team: 5 Tips for Advisors


    CUNA Mutual Group Launches Advanced Planning Resources


    Economic Commentary: Containment, Policymakers and World Financial Markets


    Connect With Clients, Even at a Distance


    SECURE Act: 8 Must-Know Facts for Advisors and Clients


    Engage With Clients Using These 10 Conversation Starters


    Talking With Clients About COVID-19 Impacts


    Help Clients Control Risk and Keep Money in the Market


    When It's Right to Recommend an Annuity, Consider These Four


    Is Now the Right Time for Guaranteed Lifetime Withdrawals?


    How Financial Advisors Can Appeal to Wealthy Investors


    5 Factors for Rethinking Longevity in Retirement Savings


    Top 4 Reasons Clients Should Not Sign a Prenup


    Economic Commentary: Annual Investment Review and Outlook


    Fixed-Rate and Indexed Annuities Build Loyalty Via Reliability


    Are You a Fiduciary?


    Single Clients and Married Clients Have Different Retirement Needs


    Retirement Rescue Planning for Divorce After 50


    Advisor Tip: Respond to Complaints About Fees


    5 Investor-Targeting Scams to Warn Clients About


    When Clients Face Crisis, How You Respond Matters


    Estate Planning: Don't Overlook Digital Assets


    Help Clients Avoid Taking Social Security Too Early


    Financial Planning: Helping Clients Overcome Fears


    Talking With Clients in Different Phases of Life


    How Entitled Children Can Jeopardize Their Parents' Retirement


    Which Generates More Retirement Income — Bonds or Annuities?


    Financial Risks to Retirees Over 75


    Baby Boomer Danger Zone: 5 Years Before and 10 Years Post-retirement


    The Human Touch in Financial Advising


    Employment Loss at Midlife


    5 Changing Retirement Trends Advisors Need to Know


    What Clients Need to Know About Guaranteed Lifetime Withdrawal Benefits


    CUNA Mutual Group Rolls Out Zone Income™ Annuity


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


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


    Helping Clients Rein in Excess Spending


    Manage Expectations to Keep Clients Satisfied With These 3 Tips


    Tax Burden on Widows Can Come As a Shock


    Couples Need Retirement Planning to Address Age Gaps


    4 Myths About Social Security to Clear Up With Financial Clients


    Charitable Giving: Women and Men Give Differently in Retirement


    Almost Half of Americans Near Retirement Fail Social Security Quiz


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


    How Much is A Lot? Paying for Health Insurance Using Social Security


    Dow Performance and U.S. History: Why Risk Control Matters


    Help Clients Understand How Divorce Affects Retirement


    Is Diversification the Key to Success?


    Do You Have These 3 Essential Traits for Success?


    Economic Commentary: Updating the U.S. Investment Cycle


    What Clients Need to Know About Annuity Taxes


    3 Important Tips to Guide Clients Who Inherit Money


    CUNA Mutual Group Annuity Exec in Advisor Publication


    Pros and Cons of Cash, and How Annuities May Be a Better Strategy


    Income Annuities Can Help Bridge a Widening Retirement Income Gap


    Annuity Distribution Team Earns BFA™ Designation


    Addressing Financial Advisor Clients Needs As They Age


    Overcoming Client Risk Aversion to Serve Their Best Interests


    The 5 Most Critical Retirement Decisions


    Building Trust With Both Marriage Partners is Key