Help Your Clients Debunk Common Annuity Myths

Separate Fact From Fiction

The misconceptions about annuity products are many — some based on fear, some on falsehood and some on outdated information. In an already challenging and volatile market, fear can get in the way of the facts and discourage investors.

How many times have you heard these myths about annuities?

  • They’re too expensive
  • They’re too confusing
  • I’ll barely get any returns
  • My beneficiaries won’t get a dime from it
  • The taxes are sky high
  • I can rely solely on my other investments

Help clients separate fact from fiction by sharing our guide, Debunking the Top 6 Myths About Annuities. It answers common questions and outlines how annuities really work — simply and clearly, without confusing investment lingo.

Get your copy in digital and printable form.

VIEW THE GUIDE

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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.
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FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC.