CUNA Mutual Group was recently announced a winner of ThinkAdvisor’s new, pioneering recognition program: LUMINARIES. The annuities business won the Thought Leadership & Education LUMINARIES award in the Products, Programs & Services — Other category for its innovative Behavioral Finance Advice (BFA) program.
Members of the Class of 2021 LUMINARIES were honored for the “dynamic and inclusive ways they are driving the wealth, investment and retirement industry forward,” and for the impact they’re having on the industry for today’s and tomorrow’s advisors.
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| Mary Rittweger, Broker Dealer & Advisor Marketing Sr. Marketing Manager at CUNA Mutual Group, Pooja Shah, Lead B2B and B2B2C Marketer for Broker Dealer and Annuities Business at CUNA Mutual Group, and Ryan Goulart, Executive Vice President – Marketing and Products from Think2Perform at the LUMINARIES award ceremony. |
CUNA Mutual Group annuities launched its Behavioral Finance Advice program in collaboration with think2perform and Kaplan, which included a BFA™ certification program completed by its wholesaling team. Equipped with specialized training and a deeper understanding of behavioral finance concepts, they are able to help advisors change the client conversation and drive values-based investment decisions, guiding clients toward brighter financial futures.
Our Behavioral Finance Advice program offers tools like an advisor-facing website, digital infographic, pre-approved email templates, thought leadership paper, PowerPoint presentation, program support guide, social media engagement, videos and an interactive value cards exercise. Additional items include client-facing deliverables that advisors can use to introduce behavioral finance concepts to clients.
“To be among the first award recipients of this new empowering recognition program is an incredible honor,” said Martin Powell, Head of Annuity Distribution, CUNA Mutual Group. “It speaks to the efforts our team makes to not only provide innovative annuity products, but to truly equip financial advisors with the tools they need to engage with clients on a deeper level and succeed.”
In addition to these valuable BFA resources and award-winning annuity products, CUNA Mutual Group has developed numerous other interactive advisor tools to help them grow their practice including weekly blog articles that cover industry-related topics. Visit smartriskcontrol.com to explore the content library. To learn more about CUNA Mutual Group’s different annuity product offerings, please visit cmannuities.com/products.
About CUNA Mutual Group
With roots in the financial institution space, CUNA Mutual Group offers innovative products that help take the risk out of retirement. Dedicated to understanding the needs of advisors and the clients they serve; we work in new ways to reduce the complexity and fear of financial planning. Our annuities are designed to help meet accumulation, income and legacy planning needs, while providing stability, accessibility and a high level of support to help your clients achieve financial security. Learn more here.
