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Trent has been with CUNA Mutual Group since 2011 and has had seven years of experience in life insurance and annuity wholesaling. He received his Bachelor of Business Administration in Marketing and Finance from the University of Wisconsin-Milwaukee.
Trent enjoys traveling, cooking and trying new restaurants in the Chicagoland area with his wife, Ellie and daughter, Brinley. Trent loves to spend time outdoors fishing, hiking and boating in Wisconsin during the summer and fall seasons.
Trent believes successful advisors win business by creating lasting relationships with clients built on trust, shared expectations and transparency — and he takes the same approach when he partners with advisors.
Steve joined CUNA Mutual Group in 2009 and has more than 10 years of experience in life insurance and retirement and investments. He graduated from Madison Area Technical College.
Steve and his wife, Adrienne, live in Sun Prairie, WI and enjoy spending time with their 14 nieces and nephews. Steve is also on the quest to attend a football game at each NFL stadium as well as visit other historic venues throughout the country.
Steve finds that his previous experience as a financial advisor allows him to relate to and have credibility with advisors even if it is the first time speaking with them about our products.
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.
FOR REPRESENTATIVE USE ONLY; NOT TO BE SHOWN TO THE GENERAL PUBLIC