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