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.Read More
CUNA Mutual Group Recognized for the Fourth Time in “Barron's Best Annuities for Income and Growth” Feature
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.Read More
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.Read More
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.)Read More
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.Read More
CUNA Mutual Group Annuities Launches Acceleration® Experience Platform to Help Strengthen and Innovate Advisor Practices
Online platform expands CUNA Mutual Group’s digital suite of advisor resources
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.Read More
New Proprietary Report from CUNA Mutual Group Explores How Annuities Can Meet Investor Needs and Their Advisors’ Practice Goals
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.Read More
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.Read More
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.