Solutions to Various Needs

A registered index-linked annuity can offer a solution to various needs at different phases in life. It links to the performance of a market index to calculate gains or losses.* Both annuities listed below can help with accumulation and legacy goals, and the Zone Income™ Annuity also assists with income goals.

  • Downside protection — Clients decide how much they're willing to risk. Once a limit is set, your client can't lose more than that, no matter what happens in the market
  • Upside potential — Unlike savings accounts or other conservative investments, Zone lets your client participate in market growth. Earn interest linked to market performance, up to a cap
  • Control risk — A customized comfort zone lets your client lock in gains and lock out losses

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Zone
Annuity

Customized downside protection and upside potential. Help your clients enjoy the benefits of market participation while remaining within their comfort zones.

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CUNA Mutual Group Zone Income™ Annuity

A new way to plan for retirement. This innovative approach to risk control with upside potential, has a limit on market losses and protected lifetime income.

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Explore Other Annuity Products

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Fixed
Annuities

Get relief from the investment roller coaster with a stable, tax-deferred way to grow savings and guarantee income to fuel retirement.

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Income
Annuities

If clients are nearing (or in) retirement, create a pension with a steady stream of income.

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Variable and Index-Linked Annuities

A new way to look at diversified investing, combining the flexibility of variable funds with the loss protection of market risk control.

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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.

MGA-2853073.1-1219-0122