CUNA Mutual Group Debuts MaxProtect™ Fixed Annuity

posted in News & Press Sep 22, 2020


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.

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Four CUNA Mutual Group Annuities Featured in Barron’s 100 Best Annuities List

posted in News & Press Aug 11, 2020


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.

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CUNA Mutual Group’s Annuities Team Expands Its Speaker Series to Help Advisors Serve Clients

posted in News & Press Aug 6, 2020


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.

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It’s National Annuity Awareness Month: Pass it on!

posted in Client Relationships, News & Press Jun 23, 2020


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

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CUNA Mutual Group Taps Julie Winslow to Lead Internal Sales for National Annuities Team

posted in News & Press May 15, 2020

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

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CUNA Mutual Group Launches Advanced Planning Resources Program

posted in Advanced Planning, News & Press Apr 11, 2020

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.

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The Coronavirus: How to Talk with Clients About Its Market Impact

posted in Client Relationships, News & Press, Risk Control Mar 13, 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

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“And the Lifetime Achievement Award goes to…Fixed-Rate and Index Annuities!”

posted in Retirement Planning, News & Press Jan 21, 2020

In less than three weeks, the annual Oscars® will be presented for the best films of last year. 

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CUNA Mutual Group Rolls Out Zone Income™ Annuity

posted in News & Press, Risk Control Aug 20, 2019

MADISON, Wis. – CUNA Mutual Group today announced the launch of Zone Income Annuity, which includes features that address all phases of retirement, including a protected lifetime income feature that locks in a minimum income stream to the policyholder for life. The new product also expands choices of investment indexes to which holders can link performance to include the S&P 500, the Russell 2000 and the MSCI EAFE.

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

posted in Retirement Planning, News & Press Aug 6, 2019

Deferred income annuity makes repeat appearance; MEMBERS Zone Annuity debuts in new Floor-Style category;

MADISON, Wis. – CUNA Mutual Group announced that Barron’s included several of its products in “The 100 Best Annuities” feature. The MEMBERS® Future Income Annuity, which turns a lump sum of money into a lifelong income stream and appeared on the publication’s Deferred Income Annuity pension and longevity lists for the second consecutive year. In addition, the MEMBERS® Zone Annuity, which lets investors control their maximum potential annual loss, debuted on the publication’s first-ever Floor-Style list.

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