Independent Review of CUNA Mutual Group

CUNA Mutual Group is a leading insurance, financial services, and technology that is focused on helping people to achieve financial security throughout all stages of their lives. The company offers both consumer and commercial insurance coverage, along with investment solution. In addition, business solutions such as data and analytics, lending capabilities, and marketing services are […]

Independent Review of the CUNA Mutual MEMBERS Focus Fixed Annuity

What Will Be Covered in this Review? In this review, we’ll cover the following information about the CUNA Mutual MEMBERS Focus Fixed Annuity: Product type Fees Current rates Realistic long-term return expectations How it is used How it is most poorly used Annuities can be complex. That’s where having an Annuity Investigator who loves math […]

Independent Review of the CUNA Mutual MEMBERS Select Fixed Annuity ll

What Will Be Covered in this Review? In this review, we will be discussing the following information regarding the CUNA Mutual MEMBERS Select Fixed Annuity ll: Product type Fees Current rates Realistic long-term return expectations How it is used How it is most poorly used Annuities can be complex. That’s where having an Annuity Investigator […]

Independent Review of the CUNA Mutual MEMBERS Future Income Annuity

What Will Be Covered in this Review? In this review, we will be discussing the following information regarding the CUNA Mutual MEMBERS Future Income Annuity: Product type Fees Current rates Realistic long-term return expectations How it is used How it is most poorly used Annuities can be complex. That’s where having an Annuity Investigator who […]

Independent Review of the CUNA Mutual MEMBERS Single Premium Immediate Annuity

What Will We Be Covering in this Annuity Review? In this review, we will cover the following information about the CUNA Mutual MEMBERS Single Premium Immediate Annuity: Product type Fees Current rates Realistic long-term return expectations How it is best used How it is most poorly used Annuities can be complex. That’s where having an […]

Independent Review of the CUNA Mutual MEMBERS Index Annuity

What Will We Be Covering in this Annuity Review? In this review, we will be going over the following in-depth details regarding the CUNA Mutual MEMBERS Index Annuity: Type of product Fees/charges Rates Realistic long-term return expectations How the annuity is best used How the annuity is most poorly used Annuities can be complex. That’s […]