Time For a Financial Advisor?

A Decision Guide for Investors

Uncertainty among investors can be crippling, especially when it comes to the foundational decision of working with a financial advisor.

Help give them the confidence they need and empower them to choose wisely by sharing our complimentary investor guide.

In it, they’ll find practical advice regarding various factors that may determine if it’s the right time to seek the help of a financial advisor, including their life events, spending habits, investment style, risk tolerance, time considerations, and more.

Access the guide, When and Why Should I Hire a Financial Advisor?, by clicking the button. Then, share it with potential clients to help them confidently move forward in developing their investment strategy.

CLICK HERE TO GET IT NOW

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.
MGA-2257901.1-0918-1020
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC.