Want more information on products, services and value add programs to help build your retirement plan practice? Find your dedicated sales team using the interactive map or give us a call.
Contact the team member for your location. You can also download this map.
Director, TPA Business Development
703.727.8221 →
stacey.scott@cunamutual.com →
AK AZ, CA, CO, HI, ID, IL, IA, KS, MN, MO, MT, ND, NM, NE, NV, OK, SD, TX, UT, NV, OR, WA, WI, WY
TPA Business Development Consultant, West
303.726.0766 →
victoria.frey@cunamutual.com →
AL, AR, CT, DE, DC, FL, GA, IN, KY, LA, MA, ME, MD, MI, NH, NJ, NY, OH, PA, SC, NC, RI, TN, VA, VT, WV
Director, National Sales
Director, Strategic Accounts
Vice President, Sales & Institutional Relationship Management
Intermediary Sales Manager
Practice Management Consultant
Retirement Sales Specialist
703.627.2341 →
karnail.kooner@cunamutual.com →
Retain key executives and support leadership continuity with customizable executive benefits that serve your credit union’s strategic goals — and fit your budget. We make it simpler for you with unbiased funding solutions, comprehensive due diligence and compliance support.
Sr. Executive Benefits Specialist
Executive Benefits Consultant
Executive Benefits Specialist
Executive Benefits Consultant
Executive Benefits Specialist
Sr. Executive Benefits Specialist
Executive Benefits Consultant
Executive Benefits Specialist
Sr. Executive Benefits Specialist
Executive Benefits Consultant
Sr. Executive Benefits Specialist
Executive Benefits Consultant
Executive Benefits Specialist
Executive Benefits Specialist
Executive Benefits Advisor
Executive Benefits Advisor
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-4560066.1-0322-0424