Bring the Power & Potential of Annuities to Your Clients

Give your clients the investment options they need to reach their retirement goals

Annuities offer tax-deferred growth with downside protection and upside potential — and that could benefit your risk-averse and less conservative clients alike.

Our infographic, Bring the Power & Potential of Annuities to Your Clients, helps you explore the practicalities of annuities, and how they can be positioned as investment options that address:

  • Client concerns as they contemplate retirement
  • Client motivations behind seeking financial security in retirement
  • Client goals based on their risk tolerance level

Plus, you’ll learn what you can do as an advisor to include annuities in your offerings.

Click the button to instantly access this valuable at-a-glance reference tool now.

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IMPORTANT DISCLOSURES: Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.
All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life Insurance Company. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.
All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.