CUNA Mutual Group has been a steady force in the insurance and financial planning industry for generations.
Our purpose is to help put “retirement within reach” for millions of Americans. Our products, issued by CMFG Life Insurance Company and MEMBERS Life Insurance Company, are simple to understand, simple to use and smart tools in building a balanced retirement plan.
Where strength meets simplicity.
We back everything we do with stability, integrity and a strong level of support to help build confidence for the individuals and families we serve.
Headquartered in Madison, Wisconsin, our expansive nationwide team eagerly serves advisors and investors with innovative annuity products and a superb level of service. With our award-winning Behavioral Finance Advice Program we help advisors differentiate themselves to help guide and prepare clients for unplanned life events and improve client decision-making using a rational, values-based approach.
Our Behavioral Finance Advice Program won a Class of 2021 LUMINARIES Award from ThinkAdvisor in the Products, Programs & Services - Other category.3
Our mission is to help individuals of all incomes and life stages achieve financial security, no matter where they are in their investment journey.
Powering sales with support for our simple to understand retirement products and easy to use support tools.
With knowledge and experience to bring all the resources and tools available, including virtual and in-person product coaching.
Available to answer any questions and provide a range of assistance.
An ever-evolving library of assets and value add programs to help you build your business.
Clearly illustrate the power and advantages of our products bringing life to your conversations about risk and reward.
2Barron’s, “The 100 Best Annuities for Today’s Market,” July 26, 2021.
3ThinkAdvisor, “Meet the LUMINARIES Class of 2021,” August 16, 2021.
Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, 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. 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.