Managing Longevity Risk in Retirement Planning

Numerous obstacles stand between investors and a successful retirement including the risk of outliving their money. So when you’re helping a client plan for retirement, the worry about running out of money is prevalent, and rightly so.

Managing Longevity Risk in Retirement Planning helps you give clients insight into longevity risk, and how they can use tools like income annuities to think beyond life expectancy to solid retirement solutions for:

  • Meeting basic income needs for daily expenses
  • Having income flexibility for “wants” and unexpected events
  • Building a financial legacy for loved ones
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IMPORTANT DISCLOSURES: Annuities are long-term insurance products designed for retirement purposes. Clients should consider the annuity’s investment objectives, risks, charges and expenses 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-2130043.1-0518-0620
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC. © CUNA Mutual Group 2018

 

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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