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    Why clients need a formal, written retirement plan
    InvestmentsRetirement readiness

    Why clients need a formal, written retirement plan

    "What gets written gets done."  You’ve likely heard this popular phrase. Perhaps you’ve even taken it to heart and written down your own health and fitness goals or career objectives.

    May 15, 2024 | 3 min read

    Improving employees’ financial wellness may boost company performance, too
    WellnessFinancial literacy

    Improving employees’ financial wellness may boost company performance, too

    Many employers promote health and wellness among their workforces. Some even offer fitness classes, provide ergonomic workstations and encourage mental wellness by promoting a good work-life balance.

    May 01, 2024 | 2 min read

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    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.

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