Reach out for help understanding, explaining and selling our products or to learn more about CUNA Mutual Group annuities.
Tom joined CUNA Mutual Group in 2019 after more than two decades of experience as a financial advisor and annuity wholesaler with firms including Prudential Annuities and AIG Financial Distributors. He has a bachelor’s degree in Business Administration with a minor in Marketing from the University of New Orleans.
Having grown up in New Orleans, Tom’s true passion is Mardi Gras. He has been an active member of one of the largest Carnival parades in New Orleans for the past 37 years.
With a strong background in annuities, Tom is driven to help financial advisors with creative and unique investment and sales strategies.
Jesse joined CUNA MUTUAL GROUP in 2016 and has over 10 years of sales experience. Jesse attended the University of Minnesota where he studied Music and Communications.
Jesse lives in Waterloo, IA with his wife, Sarah, and son, Everett. He enjoys spending time with his family and playing music in his free time.
With a strong background in sales, Jesse is motivated and determined to build strong lasting relationships with advisors by maintaining reliability and a positive attitude.
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