Help Risk-averse Clients Find Their Comfort Zones

Six Pre-built Portfolios to Offer Investors

Use our Horizon Express Portfolios Guide to outline potential growth scenarios of six pre-built portfolios with risk control and compare them with a traditional 60/40 blend of stocks and bonds over the last 10 years.

The express portfolios outlined are expertly constructed by investment professionals who understand the challenges you face when trying to determine different risk attitudes and investment styles. This convenient at-a-glance comparison guide can aid you in advising clients who are nervous about market volatility and show the value of risk-control annuities over time.

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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.