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

posted in Press Releases 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, Press Releases 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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