MADISON, Wis., May 18, 2021 /PRNewswire/ -- CUNA Mutual
Group announced today the digital launch of
Acceleration®, a value-add program designed to help
appointed advisors strengthen their client relationships and grow
their practices to best meet their evolving financial planning
needs.
The Acceleration® program is a
professional development and education toolkit available to
advisors through CUNA Mutual Group annuities' sales support team.
The digital experience platform provides a video overview of the
program and six modules, spotlighting topics including:
- Seminar marketing
- In-branch referrals
- Client referrals
- Behavioral finance in action
- Maximizing client relationships
- Setting your social media strategy
Acceleration will add to CUNA Mutual Group's growing suite of
easily accessible tools and resources developed to help advisors
and broker-dealers apply a values-based approach to financial
planning. In March 2020, the company
also launched its Elevate™ Advanced Planning Resources program to
offer advisors consultation services and an expansive technical
strategies content library, followed soon after by the introduction
of a new digital version of the Behavior Finance Advice (BFA™)
advisor tools in October.
"We're immensely proud of Acceleration® and how
quickly and strategically we've been able to grow our value-add
resources over the past year," said Martin
Powell, Vice President, Head of Annuities Distribution at
CUNA Mutual Group. "The COVID-19 pandemic has presented
unprecedented challenges for financial advisors and broker-dealers,
and we're committed to providing them with innovative, cutting edge
tools and resources to help them guide their clients through this
difficult environment and build a more secure financial
future."
For more information, contact the CUNA Mutual Group annuities
sales desk: 1-877-345.GROW (4769), Option 1 or
visit smartriskcontrol.com/acceleration
About CUNA Mutual Group:
With roots in the financial institution space, CUNA Mutual Group
offers innovative products that help take the risk out of
retirement. Dedicated to understanding the needs of advisors and
the clients they serve; we work in new ways to reduce the
complexity and fear of financial planning. Our annuities are
designed to help meet accumulation, income and legacy planning
needs, while providing stability, accessibility and a high level of
support to help investors achieve financial security. Learn more at
cmannuities.com.
Follow us on LinkedIn.
Built on the principle of "people helping people," CUNA Mutual
Group is a financially strong insurance, investment and financial
services company that believes a brighter financial future should
be accessible to everyone. Through our company culture, community
engagement, and products and solutions, we are working to create a
more equitable financial system that helps to improve the lives of
those we serve and our society. For more information, visit
cunamutual.com
CUNA Mutual Group is the marketing name for CUNA Mutual
Holding Company, a mutual insurance holding company, its
subsidiaries and affiliates. Annuities are issued by CMFG
Life Insurance Company (CMFG Life) and MEMBERS Life Insurance
Company (MEMBERS Life) and distributed by their affiliate, CUNA
Brokerage Services, Inc., member FINRA/SIPC, a registered
broker/dealer and investment advisor, 2000 Heritage Way,
Waverly, IA, 50677. CMFG Life and
MEMBERS Life are stock insurance companies. MEMBERS® is a
registered trademark of CMFG Life Insurance Company. Investment
and insurance products are not federally insured, may involve
investment risk, may lose value and are not obligations of or
guaranteed by any depository or lending institution. All
contracts and forms may vary by state and may not be available in
all states or through all broker/dealers.
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SOURCE CUNA Mutual Group