Serving the Female Investor Through All Life Stages

How to Advise an Increasing Number of Female Investors

Advocating for and partnering with female investors means understanding their unique perspectives and needs regarding money and investing.

As an advisor, you don’t need to reinvent your general financial advice best practices, but it’s important to understand how female clients might approach investing differently than men. To help, we’ve developed a Serving the Female Investor Through All Life Stages research report where you’ll learn:

  • How women approach risk in comparison to men
  • Gender perspectives on asking for advice
  • Life circumstances that influence a woman’s financial decisions
  • Top concerns of women investors
  • The four stages of a woman’s life and perspectives on each
    and much more!

Gain insights on what female clients want from their advisor with our research report today. Simply fill out the form!

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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.