With roots in the financial institution space, CUNA Mutual Group offers innovative products that help take the risk out of retirement. Dedicated to understanding the needs of advisors and the clients they serve; we work in new ways to reduce the complexity and fear of financial planning. Our annuities are designed to help meet accumulation, income and legacy planning needs, while providing stability, accessibility and a high level of support to help investors achieve financial security.
When it comes to clients with advanced planning needs, many advisors want more resources to feel that they’re truly enhancing those important client relationships. They love working with partners who can support them in sophisticated financial planning, forward ready-made content and even provide speakers for presentations. We have created two webpages one for advisors who are not appointed and one portal for appointed advisors who would have access to all our advanced planning job aids and resources. They also have an option to contact our advanced planning team to discuss the solution for complex cases. The appointed advisors can access the page through their cmannuities login portal.