Reach out for help understanding, explaining and selling our products or to learn more about CUNA Mutual Group annuities.
Eric began his career at CUNA Mutual Group in 2021 with over 20 years of financial industry experience. He holds a bachelor’s degree in business from Skidmore College, and has worked for financial firms including Prudential, Nationwide and Lincoln.
Eric lives in Phoenix, Arizona, with his wife and two teenage children. When he is not helping advisors throughout the Southwest to grow their practices, you can find Eric cheering on the athletic and academic endeavors of his children, or restoring and modifying classic cars.
Time spent on both sides of the desk gives Eric unique insight into the challenges his advisors face, and a strong background that includes relationships in financial institutions.
Kimberly joined CUNA Mutual Group in 2018. She obtained a bachelor’s degree in Business Administration with an emphasis in Corporate Finance from Upper Iowa University and is currently working towards her master’s in that same program.
Outside of schoolwork, she enjoys working in the garden, golfing, reading and going for walks with her dog. Kimberly and her husband also enjoy attending Iowa Hawkeye sporting events and spending time with family.
Her strength when working with advisors is being thorough, dependable, proactive and affable. With her experience, she can provide unique perspectives to help with marketing ideas.
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