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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
The skies are looking bright in the finance world. For financial professionals, the U.S. Bureau of Labor Statistics anticipates 13% employment growth between 2022 and 2032 — a figure that’s significantly faster than the average for all occupations.1
March 20, 2024 | 3 min read
LinkedIn is generally regarded as a go-to social network for individuals, organizations and financial professionals who want to connect with clients, prospects and peers. It’s also a way to demonstrate thought leadership, share industry insights and get a pulse on the latest trends and professional development opportunities.
February 21, 2024 | 3 min read
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Summertime and the livin’ is easy. The famed first line from the opening song of Gershwin’s Porgy and Bess likely describes what business feels like for financial professionals as the summer season hits.
June 08, 2023 | 4 min read
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