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 completing the form. Then, share it with potential clients to help them confidently move forward in developing their investment strategy.

Download Now

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.