Help Clients Get in the Zone

Designing a Game Plan for Risk-averse Investors

Advising clients who are approaching retirement requires different skills and products than those often offered to their younger counterparts. One wrong move during a client’s final years in the workforce could create major setbacks.

Get ideas for developing a winning game plan when you get to know Mike in our latest case study, Downside Protection — A Winning Play. You’ll likely recognize Mike’s predicament, and you’ll gain insight into how to help him overcome his fears about outliving his income stream.

Fill out the form to access the case study today, and learn new ways to help even the most risk-averse investor develop a strategy to feel confident as they cross the finish line into retirement and beyond.

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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.