Cut Through the Confusion of Guaranteed Annuities
Easy Comparison Chart

Clear communication with your clients builds trust and helps reassure them that they're making confident investment decisions. When trying to understand various annuity options and the complex guarantees, fees and conditions that can accompany each, even the savviest investor may become overwhelmed.

Cut through the confusion with our easy comparison guide, showing:

  • The strengths and considerations of different annuity types as they relate to up and down markets
  • Conditions that affect returns including market value adjustments on withdrawals, pay rates and fees
  • Tips on maximizing retirement income
  • And more

The All Guarantees Are NOT Created Equal guide explains ways to guarantee the upside potential and downside protection your clients need when considering annuities. Fill out the form to get your copy today.

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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. 
MGA-2087134(CM).2-0518-0620
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC.  © CUNA Mutual Group 2017

 

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. Base Policy forms 2012-SPDMGIA; 2015-VA-B and 2015-VA-C; 2008-SPIA-I, 2008-SPIA-LO and 2008-SPIA-DB; ICC13-DIA, ICC13-DIA(B) and 2013-DIA. MGA-1727597.2-0118-0220.
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