Reach out for help understanding, explaining and selling our products or to learn more about CUNA Mutual Group annuities.
Prior to joining CUNA Mutual Group, Brian was the Regional VP with Pacific Life. He served with them for 19 years and worked with financial planners in the independent, bank and wire channels. Brian has extensive experience positioning annuities, mutual funds and LTC. He also served as Senior VP of Sales with Pacific Life, Ameritas and Lincoln Benefit Life, and graduated from the University of Nebraska with a Bachelors of Science degree.
Brian and his wife, Deb, have three adult children. Free time is often spent with them and their families, and they also enjoy spending time at their second home in Scottsdale, Arizona.
Brian offers resources, ideas, solutions and support to help advisors and their clients achieve their goals. He aims to provide designs that allow for participation, protection and peace of mind. His success lies in an ability to analyze advisor/client situations and provide income options that align with what’s most important to advisors and their clients, including financial and income security.
Securities Registered with FINRA®
Holds Series 6 and 63 Registrations
Certified Retirement Counselor® (CRC®)
Fellow, Life Management Institute (FLMI)
Jerret began his financial services career more than 16 years ago serving in the banking industry at CoreFirst Bank & Trust. He transitioned to Envista Credit Union and managed a group of employees at its main location. In 2016, he moved to Security Benefit where he was an internal wholesaler providing Annuity and Mutual Fund Custodial solutions to advisors.
Along with his wife, Carolyn, they share a home with two dogs and three cats. When not working, Jerret and his wife enjoy camping, kayaking and having BBQ’s with friends and family.
As an Annuity Sales Consultant for CUNA Mutual Group, Jerret is 100% dedicated to his advisors, helping them to build their book of business. He is skilled at sharing client sales ideas and recommending optimal product solutions to meet their needs.
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