An Easy Tool for Conducting Risk Control Reviews

You can easily include a risk control assessment in your client's portfolio review. Our "Take Control" campaign provides tools for assessing and gauging their overall need for risk control.

In A Guide to Conducting a Risk Control Review, you’ll find quick checklists and assessment grids that will take you through these five steps and help you:

1. Assess the role of risk control

Guide to conducting a risk control review LP image.png2. Highlight key risks

3. Evaluate options and make recommendations

4. Educate on fees as part of your rationale

5. Provide your commitment

Plus, you’ll receive a list of potential targeted client segments to consider when building and executing a marketing plan. Fill out the form to download your guide today.


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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.