SMART RISK CONTROL BLOG

MADISON, Wis. – CUNA Mutual Group today published a report based in part on proprietary investment advisor survey data that explores how advisors can optimize their practice and effectively serve their clients by incorporating annuity products into their toolkit.

The report, “Advisors. Annuities. Answers – Rethinking Retirement Planning” describes the fundamental reasons why annuities may make sense for investors in today’s market—low interest rates make it tough to generate income for retirement, and COVID-related market volatility has many investors looking for solutions to control risk—but it also makes the practical business case for how annuities can fit in to the many different types of advisory practices.

MADISON, Wis. – CUNA Mutual Group Annuities is enhancing the advisor-client conversation by introducing a new digital version of the Behavioral Finance Advice approach to investing, which features new tools and client sales aides for advisors.

If you’re like many financial advisors, you might have studied economics and gotten a business, finance or accounting degree. Or maybe you’re just naturally analytical and have always been good with numbers. Make no mistake, those attributes are definitely a good thing when it comes to managing your clients’ money.

Guaranteed product rounds out CUNA Mutual Group’s diverse roster of retirement solutions

MADISON, Wis. – CUNA Mutual Group, a leading insurance and financial services company, announced today the launch of a new MaxProtect™ Fixed Annuity, underwritten by CMFG life Insurance Company, a multi-year guaranteed annuity providing investors a guaranteed rate of return while helping to protect their nest egg from market volatility. MaxProtect™ joins CUNA Mutual Group’s already-robust portfolio of annuities, which had fourteen mentions in Barron’s 2020 Top 100 Annuities list.

MADISON, Wis. — CUNA Mutual Group announced that it dominated the best annuities list with 14 qualifying categories among Barron’s 100 Best Annuities for 2020. With four products being featured across those 14 qualifiers, the number of CUNA Mutual Group products making the list has doubled compared to the previous year.

The “Impact: Learning From Leaders” series features monthly industry experts

MADISON, Wis. – As a means to help financial advisors better serve their clients, CUNA Mutual Group is introducing an educational call series that will cover a broad array of industry topics.

Every third Wednesday of the month, a noted guest speaker will present during the “Impact: Learning From Leaders” virtual webinar series hosted by the CUNA Mutual Group annuities team. This advice and information from industry experts will include topics that will help financial professionals handle difficult conversations and objections, build business, receive market updates, as well as cover retirement income and planning, retirement risks, behavioral finance and more.

National Annuity Awareness month is a great time to introduce and discuss the overall benefits of annuities to your clients.

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

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.

Fears over the Coronavirus (COVID-19) and its rising death toll have resulted in significant market volatility in recent weeks. The market rallied, only to fall again, then up, then…you get the idea.¹ When the Federal Reserve issued an emergency rate cut in an effort to ease investor concerns, stocks experienced sharp gains yet again, only to quickly fall.²