Strategic Partner Showcase

Learn With Our CE Accredited Advanced Planning Team

Explore our CUNA Mutual Group Annuities Presentation Showcase featuring our VP, Advanced Planning Consultants, Marshall Heitzman and Sonja Hayes.

Our Advanced Planning team is here to help you and your advisors with exclusive learning opportunities on more technical advanced market topics, to meet clients’ complex financial, investing and tax planning needs, and distinguish their practice from the competition.

In these workshops, CE and Behavioral Finance Advice (BFA) accredited presentations, and client seminars, Marshall and Sonja tap into their expertise to share experiential knowledge on topics such as:

IRA Insights for Retirement

Social Security: Maximizing Your Clients Benefits

How Stress Affects Your Clients Decision-Making

The Role of Medicare in Retirement Planning – Helping Clients Meet Their Retirement Needs

Redefining a Diversified Portfolio – Going Beyond Traditional Asset Classes

And additional advisor workshops (many approved for CE credit)

Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, 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. 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 2015-VA-C, 2015-VA-C(ID), 2018-VA, 2018-VA-F, 2018-VA(ID), 2018-VA-F(ID), 2008-SPIA-I, 2008-SPIA-LO, 2008-SPIA-DB, 2008-SPIA-DB(OR), 2008-SPIA-I (OR), 2008-SPIA-LO (OR), ICC13-DIA, ICC13-DIA(B), 2013-DIA, ICC20-SPDA, 2020-SPDA, ICC20-MVAEND, 2020-MVAEND, 2018-RILA, 2018-RILA-GLWBRDR, 2018-RILA-DRAEND, 2018-RILA(ID), 2020-VAIL, 2020-WVRSEND, 2020-VAIL(ID), ICC20-ROPGEND, 2020-ROPGEND and 2018-VA-ROPEND.

CMGA-2360257.7-0322-0424

Insights & Continuing Education for Advisors:

STRATEGIC PARTNER SHOWCASE

Learn With Our CE Accredited Advanced Planning Team

Presented By:

Get the complete presentation and workshop catalog today!

Learn more about available workshops from Marshall Heitzman and Sonja Hayes.

Need more information on booking a workshop?

Fill out the form below to contact your National Account Manager:

Your Strategic Partners

Gina Riepel

Director of Strategic Accounts

Scot Schultz, MBA, CRPC

Vice President, Sr. Strategic Account Manager

Walker Tompkins

Vice President, Sr. Strategic Account Manager

Laurie Boeckmann

Annuity Account Manager

Ron Major, CFP®

Annuity Account Manager

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