Individuals retiring at age 65 have a good chance (38%) of retirement lasting 20 years.1 That’s a long time without the security of drawing a traditional paycheck, which can cause anxiety.
The Step by Step Guide to Helping Your Clients Achieve Financial Security and Satisfaction in Retirement provides 7 key ways advisors can help clients alleviate concerns and confidently embrace the future.
Simply click the button to access your free copy of this valuable guide.
Source: 1Forbes, How Long Will Your Retirement Really Last?, April 24, 2018
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.
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. 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.
Base policy forms 2012-SPDMGIA, 2015-VA-B, 2015-VA-C, 2018-VA-F, 2008-SPIA-I, 2008-SPIA-LO, 2008-SPIA-DB, ICC13-DIA, ICC13-DIA(B), 2013‑DIA, ICC14-SPDA, 2014-SPDA, 2014-SPDA(OR), 2002-SPDA and 2002-SPDANP(OR).
MGA-2360257.1-1218-0121
