Reach out for help understanding, explaining and selling our products or to learn more about CUNA Mutual Group annuities.
Scott joined CUNA Mutual Group in 2019, after more than 16 years of experience in the financial services industry. He earned a bachelor’s degree in finance from Shippensburg University.
He lives in West Chester, PA, with his wife Allison and their three kids: Zach, Dylan and Molly. In his free time, Scott enjoys taking the family to the beach, running, golf and Philadelphia sports.
Scott specializes in personal sales strategies and custom marketing support on a variety of timely topics. His annuity review process provides advisors with a valuable resource that can help make an immediate impact on the advisor’s practice. Over the years, he has built a reputation of being a hardworking, hard-charging, service minded, caring professional who knows how to get results and help others be their best.
Travis has worked in finance for more than 12 years, starting with MetLife as an advisor and advancing to player-coach for advisors before moving to Transamerica. His knowledge and hard work enabled him to develop and grow multiple territories as an internal wholesaler, and he qualified multiple times as top internal sales producer at Transamerica before joining CUNA Mutual Group.
Travis lives in Denver with his wife and two children. In what little free time life brings his way, he enjoys skiing and golf, and he’s looking forward to watching the Broncos again at Mile High Stadium.
Travis prides himself on serving as a go-to resource both for advisors and colleagues. His experience as both an advisor and a wholesaler enable him to build strong relationships, to anticipate and support any need and to continue growing in an evolving industry.
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