CUNA Mutual Group annuities is pleased to announce that David Reynolds, CRPC® has started in the role of divisional sales director – South. In his new role, Reynolds will be responsible for leading the efforts of helping the CUNA Mutual Group annuities’ wholesaling team connect with more financial advisors. Reynolds has over twenty years of experience in wholesaling and management space and is focused on relationship building.
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Industry Recognition from WealthManagement.com, ThinkAdvisor Accompany Recognition in Barron’s Best Annuities List for Fourth Successive Year
CUNA Mutual Group’s dedication to improving retirement products, client service and company culture in the insurance and annuity space has earned them recognition from industry platforms. In 2022, the company received placements on Barron’s Best Annuities for Income and Growth list for the fourth year in a row, a finalist nomination on WealthManagement.com’s 2022 Wealthies Industry Awards for the first time and a finalist nomination on ThinkAdvisor’s LUMINARIES Class for the second year in a row.
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In Barron’s 100 Best Annuities feature, CUNA Mutual Group annuities were ranked in 12 categories featuring five of our annuity products - CUNA Mutual Group ZoneChoice™ Annuity, CUNA Mutual Group Zone Income™ Annuity, MEMBERS® Horizon II Annuity, MEMBERS® Single Premium Immediate Annuity and MEMBERS® Future Income Annuity.
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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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Single Premium Immediate Annuity, Future Income Annuity, Zone and ZoneChoice™ Annuities Featured Amongst the Ranks
CUNA Mutual Group announced that Barron’s has again featured several of its products in the “100 Best Annuities” feature for 2021. The MEMBERS® Single Premium Immediate Annuity (SPIA) issued by CMFG Life Insurance Company, MEMBERS® Future Income Annuity (deferred-income annuity) issued by CMFG Life Insurance Company and MEMBERS® Zone Annuity issued by MEMBERS Life Insurance Company were ranked once more with the new addition of the CUNA Mutual Group’s ZoneChoice™ Annuity product issued by MEMBERS Life Insurance Company. In total, the four annuities were featured in 10 spots on Barron’s list.
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A top U.S. weekly financial magazine has for the third year in a row recognized multiple annuity products from CUNA Mutual Group for its annual list of the best annuities available to investors, across numerous product categories. (Wondering which annuities made the lists in previous years? See our 2019 and 2020 announcements.)
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ZoneChoice gives consumers a simpler investing experience that can be personalized to each individual’s risk tolerance and features a new index developed by Barclays
Madison, WI., July 13, 2021 – CUNA Mutual Group, a leading insurance and financial services company, announced today the launch of the new ZoneChoice Annuity issued by MEMBERS Life Insurance Company, a registered index-linked annuity. This new product will allow savers to personalize their investment strategy to meet their unique risk tolerance with the potential to deliver higher returns through varying market cycles along with valuable downside protection.
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Madison, WI., May 27 – CUNA Mutual Group announced today the digital launch of Acceleration®, a value-add program designed to help appointed advisors strengthen their client relationships and grow their practices to best meet their evolving financial planning needs.
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