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Jack joined CUNA Mutual Group in 2019, after more than 15 years of experience in the financial services industry. He studied at Saint Joseph’s University where he earned a bachelor’s degree in marketing.
Jack lives in Perry Hall, MD, with his wife Yvonne and three children, Shayla, Jack and Cole. In his spare time, he enjoys spending time with his family, traveling and being involved in sports, especially coaching youth basketball and soccer.
Jack prides himself in taking a consultative needs-based approach to serving clients. He educates and trains advisors on solutions that help prepare their clients for a secure and rewarding retirement. Jack has experience with educational workshops, social security optimization, team building, branding and building sales presentations.
Alan joined CUNA Mutual Group in 2018. His 25-year career in financial services has included roles in financial advising and wholesaling for companies such as MFS, American Skandia, ING and Transamerica. Alan attended Keene State College in Keene, NH.
A sports enthusiast, Alan cheers on the teams of his hometown, Boston, and likes to spend his free time golfing and sailing. He and his wife enjoy being with their two daughters and two dogs.
When Alan partners with advisors, he realizes clients are their most important commodity. He is dedicated to becoming a first-class extension of his advisors’ practices.
Arjun joined CUNA Mutual Group in 2014 and has more than 11 years of experience in the industry as a retirement and investment representative as well as a licensed insurance rep. He received his bachelor’s degree in Business Studies – Accounting and Finance as well as his master’s degree in Business Studies – Finance and Investment.
Arjun has been married for 8 years and lives with his wife, daughter and mother in the Madison area. He prides himself on being civic-minded and enjoys volunteering at local non-profit organizations. His goal is to do his small part in making the world a better place for our community and children. In his spare time, he is a true sports fan and participates in cricket, volleyball, soccer and badminton as well as spending time with family and friends.
Arjun takes pride and has a passion for helping others. His ability to stay focused and positive in all situations is an asset when working with advisors.
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