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 Products 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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CUNA Mutual Group Annuity Exec in Advisor Publication

posted in News & Press Mar 26, 2019


Martin Powell, Head of Annuity Distribution was quoted extensively in a recent article in Financial Planning that focused on overall growth in the annuity market and the growing demand for guaranteed income products. The article, citing new data from LIMRA, noted that fixed indexed annuity sales soared by 40% year-over-year in the fourth quarter to $19.5 billion, which it attributed to equity volatility and rising interest rates.

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Annuity Distribution Team Earns BFA™ Designation

posted in Client Relationships, News & Press Mar 5, 2019


MADISON, Wis. – CUNA Mutual Group announced that its account management, wholesalers and sales management team have obtained their Behavioral Financial Advisor (BFA™) designation after completing a rigorous course of study and training.

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