The old adage that an ounce of prevention is worth a pound of cure couldn’t be more true when it comes to retirement planning. The bottom line is that 59% of people who reach retirement age wish they’d saved more, and the number of workers 65 and older has tripled in the last 30 years.
These and other compelling facts are in our infographic, Six Retirement Regrets You Can Avoid. Knowing the facts may help your clients take a more serious look at their retirement strategy.
It’s a great conversation starter and makes a convincing case for working with you to reach their goals.
Get your copy in digital and printable form.
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. Base Policy forms 2012-SPDMGIA; 2015-VA-B and 2015-VA-C; 2008-SPIA-I, 2008-SPIA-LO and 2008-SPIA-DB; ICC13-DIA, ICC13-DIA(B) and 2013-DIA. MGA-1727597.2-0118-0220.
