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Reach out to your team for guidance and support. We'll help you find solutions that fit your clients' needs.

Jason Alicea
Regional Vice President

Jason joined CUNA Mutual Group in 2018 after more than 20 years in the financial services industry. His experience wholesaling annuities, mutual funds and life insurance includes positions at Edison Risk, Protective Annuities and Ohio National Financial. Jason has a finance degree from the University of Colorado at Denver.

Jason spends his free time with his family and wife, Aimee, and enjoys golf, sports and traveling.

Jason is a valuable resource to advisors, where he uses his experience and knowledge in risk management strategies to help build up business and increase production.

  • Behavioral Finance Advice™ (BFA™)
Austin Sorg
Austin Sorg
Annuity Sales Consultant

Austin joined CUNA Mutual Group in 2018 with more than 6 years of experience in the financial industry as a registered rep. He received his degree in Investment Finance from the University of Northern Iowa.

In his free time, Austin enjoys spending time with his wife, Rashell, and their three dogs as well as playing golf and cheering on his favorite sports teams.

Austin is known for being very thorough, hard-working and believes in differentiating himself through superior service. His experience as an advisor allows him to offer interesting perspectives with the advisors he currently works with. High energy, enthusiasm and dedication are three traits he brings to the job every day.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 66 Registrations

Contact Us Directly With a Question or Comment

Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, 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.