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Mark has been with CUNA Mutual Group since 2017. He holds a bachelor’s degree in finance from Michigan State University and has spent more than 24 years in the financial services industry, with companies including AIG and John Hancock.
Mark lives in the Midwest with his wife and three children. When he’s not working with advisors, Mark enjoys attending his children’s sporting events and golfing.
Mark understands the challenges today’s advisors face and offers a professional, consultative approach to wholesaling. He values his reputation among financial advisors as a go-to resource for actionable ideas and time-tested strategies.
Steve joined CUNA Mutual Group in 2009 and has more than 10 years of experience in life insurance and retirement and investments. He graduated from Madison Area Technical College.
Steve and his wife, Adrienne, live in Sun Prairie, WI and enjoy spending time with their 14 nieces and nephews. Steve is also on the quest to attend a football game at each NFL stadium as well as visit other historic venues throughout the country.
Steve finds that his previous experience as a financial advisor allows him to relate to and have credibility with advisors even if it is the first time speaking with them about our products.
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