Presenter: Scott D. Knapp, Managing Principal – Investment, CUNA Mutual Fiduciary Consultants
Date: October 17, 2017
Learn how a partnership with CUNA Mutual Fiduciary Consultants may help you save time and reduce your regulatory and business risk as you pursue your investment objectives.
CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name of CPT Qualified Plan consultants, Inc., a CUNA Mutual Group member company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuity insurance products are issued by CMFG Life Insurance Company and Members Life Insurance Company, both located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.
*CUNA Mutual Fiduciary Consultants is a marketing name and service of MEMBERS Capital Advisors, Inc., 5910 Mineral Point Road, Madison, WI 53701, the registered investment advisor affiliate of CUNA Mutual Group. MEMBERS Capital Advisors has assets under management of more than $18.6 billion*, including the general account of CMFG Life Insurance Company. Visit www.cunamutual.com/CMFC for more information. *As of November 30, 2017