Reach out for help understanding, explaining and selling our products or to learn more about CUNA Mutual Group annuities.
After earning her bachelor’s degree in education from the University of Alabama, Kassie started her career at Jackson National as a senior internal wholesaler and sales team lead covering several territories in the Northeast, before she moved on to Janus Henderson Investors. She joined CUNA Mutual Group in 2021.
In her spare time, Kassie enjoys running, golf and walking her yellow lab, Banks. She’s originally from Denver, and is grateful to be able to spend time with family and friends. She’s also an Alabama football fan, and loves to cheer on the Tide.
Kassie’s dedication to advisor success means she works to build strong relationships by providing product knowledge and solutions that fit individual client circumstances, as well as advisors’ individual practices. She aims to serve in a consultative role with innovative ideas that help advisors grow and succeed.
Adam joined CUNA Mutual Group in 2014 and has more than 10 years of experience in the financial services industry. Originally from Madison, WI, Adam earned a bachelor’s degree from the University of Wisconsin - Platteville.
Adam recently became a newlywed and relocated to sunny Southern California with his wife, Mehwish, and their 90-pound lap dog, Walter. When he’s not working or studying to complete his CFP designation, Adam spends his time working out, biking and hiking park trails, tailgating at football and baseball games with friends and family, going on date nights and exploring everything Southern California has to offer.
No matter the issue, Adam works diligently to find the right solutions for clients — even if they’re not immediately apparent. He fuels his motivation by helping people reach their goals and focuses on what his clients and advisors want to personally accomplish.
Series 7 and 66 registrations
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