Get news updates and commentary from financial professionals and leaders on markets, trends, total retirement solutions and more.
Understandably, financial professionals and their clients often focus on potential returns and projected income in retirement. In addition to leveraging traditional investments and employer-sponsored plans, clients are encouraged to strategize their timing for claiming Social Security.
April 17, 2024 | 3 min read
A lot of emphasis is placed on calculating Social Security benefits as part of a retirement strategy. And rightly so.
April 03, 2024 | 3 min read
Stay in the know. Provide your email address and we'll send you a notification whenever we publish new content.
CUNA Mutual Group and Cuna Mutual Group are marketing names for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CPI Qualified Plan Consultants, Inc. and CMFG Life Insurance Company are subsidiaries of the CUNA Mutual Holding Company. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.
Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the financial institution. Representatives offer retirement and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their financial professional.
CMRS-6539825.1-0424-0526