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    CUNA Mutual Group Recognized for the Fourth Time in “Barron's Best Annuities for Income and Growth” Feature

    posted in News & Press Aug 18, 2022

    Featured in 12 categories out of 100

    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 Named 2021 Winner of ThinkAdvisor LUMINARIES Award

    posted in News & Press Nov 23, 2021


    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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    CUNA Mutual Group Again Named to “Barron’s 100 Best Annuities” Feature

    posted in News & Press Aug 17, 2021

    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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    For the Third Year Running, CUNA Mutual Group Annuities Recognized Among the Best

    posted in Retirement Planning, News & Press Jul 26, 2021

    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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    CUNA Mutual Group Launches ZoneChoice™ Registered Index-Linked Annuity

    posted in News & Press Jul 21, 2021

    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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    CUNA Mutual Group Annuities Launches Acceleration® Experience Platform to Help Strengthen and Innovate Advisor Practices

    posted in News & Press May 27, 2021

    Online platform expands CUNA Mutual Group’s digital suite of advisor resources

    Madison, WI., May 27CUNA 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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    New Proprietary Report from CUNA Mutual Group Explores How Annuities Can Meet Investor Needs and Their Advisors’ Practice Goals

    posted in News & Press Jan 12, 2021


    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.

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    CUNA Mutual Group Launches Digital Behavioral Finance Advice (BFA™) Advisor Tools

    posted in News & Press Oct 8, 2020


    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.

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    Why Advisors Need Behavioral Finance as Much As Clients

    posted in Client Relationships, News & Press Oct 6, 2020


    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.

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