6 Retirement Regrets Your Clients Can Avoid

Everyone looks forward to retirement, but what have some retirees learned by looking back at the decisions they made leading up to it?

Our 6 Retirement Regrets You Can Avoid infographic is a compilation of statistics around retirees’ top financial regrets that you can share with clients to help them understand the potential long-term impact of certain choices regarding saving for retirement, discretionary spending and more!

By learning from others’ mistakes, your clients may be better prepared to make informed choices that could lead to more secure golden years.

Instantly access this valuable tool to share with your clients by completing the form.

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IMPORTANT DISCLOSURES: Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity’s investment objectives, risks, 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 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-2233153.1-0918-1020
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC.

 

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.
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