5 Strategies for Physical and Emotional Wellness in Retirement

Help your clients consider every aspect of their new phase of life

Retirement is often narrowly defined by 401(k) plans and investments, but there’s more for your clients to consider.

5 Strategies for Physical and Emotional Wellness in Retirement speaks directly to clients, helping them take a holistic view of retirement and set realistic expectations about defining — and living — a fulfilling post-career life.

For advisors, sharing this client-friendly guide is ideal for:

  • Cultivating new business opportunities
  • Strengthening existing client relationships
  • Framing financial discussions in “real world” ways
  • Collaborating with clients to develop actionable plans that empower them to live the retirement they envision

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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.