7 Steps to Helping Clients Achieve Financial Security and Retirement Satisfaction

On average, individuals spend about one-third of their lives in retirement. That’s a significant amount of time without the security of drawing a traditional paycheck, and it can cause some anxiety.

The Step by Step Guide to Helping Your Clients Achieve Financial Security and Satisfaction in Retirement provides seven essential ways advisors can help clients alleviate concerns and confidently embrace the future, including these topics and more:

  • Identifying sources of guaranteed income
  • Addressing the inevitability of market downturns and what that could mean to retirement savings
  • Ensuring health care expenses are covered

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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.