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Jim came to CUNA Mutual Group in 2017 after more than 25 years in the financial services industry. He has a bachelor’s degree in finance from Providence College in Rhode Island, and he has been a wholesaler for companies including Transamerica Capital, Lincoln Financial, John Hancock and Evergreen Funds.
Jim has been married for 24 years, has one son and is passionate about his family.
Jim’s philosophy for helping advisors grow their business is to really understand how they run their practices.
Keith has been in financial services for more than 20 years, having earned a double major in Marketing and Finance from the University of South Carolina. After serving as a financial advisor, he found his “home” on the wholesaling side. His previous experience includes being an internal wholesaler with John Hancock and AIG. In addition, he managed a multi-carrier sales desk within AIG for their distribution relationship with Edward Jones.
He and his family moved to a historic, 140-year-old home on 7.5 acres in Pulaski, Tennessee, after being in Nashville for 25 years. They’ve quickly become a DIY family, and sprucing up the home and property is a new hobby.
He believes that the wholesaler role is to be there as a growth and business building partner in addition to being the core product expert. His goal is to be the business partner that advisors want to call on, not only for an immediate case, but also to discuss future areas of growth and development.
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, 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