Retirement Reality Check

There are several significant gaps between clients’ perceptions about retirement and what retirement really ends up looking like for most of them.

Help clients fill the gaps and avoid unwanted surprises with the Retirement Reality Check, an easy-to-understand handout that demonstrates the potentially negative effects of clients’ misconceptions but widely-held beliefs about retirement, including:

  • Age thresholds
  • Income needs for lifestyle maintenance
  • The impact of market volatility
  • And more!

Instantly access this valuable tool by clicking the button.

CLICK HERE TO GET YOUR Guide


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 Insurance Company. 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.
MGA-1972884.3-0519-0621
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC.