Discover the Value of Risk Control Accounts

Getting Risk-averse Clients Off the Sidelines and in the Game

We’ve developed The Value of Risk Control Accounts in Retirement Planning white paper to help you address the concerns of investors who’d faced financial turmoil during volatile market periods over the past decade and are now watching from the sidelines. This resource provides sample risk-oriented portfolio comparisons and offers advisors insights on:

  • How an alternative approach to traditional investing can meet the needs of risk-averse clients
  • How clients can customize their own loss limits
  • Why the use of Modern Portfolio Theory (MPT) can’t protect against catastrophic loss
  • How to help investors shift from merely being savers to confident investors
  • And much more!

Learn more about how to deliver growth potential to your clients while still protecting against loss, and help them get back in the game. Simply fill out 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.