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Press Release CUNA Mutual Group Annuity Distribution Team Earn Behavioral Financial Advisor (BFA) Designation |
Issued by CUNA Mutual Group Feb. 7, 2019 |
Training Helps Advisors Understand the Role Emotions Play in Financial Decision Making MADISON, Wis., February 7, 2019 - CUNA Mutual Group announced that its account management, wholesalers and sales management team have obtained their Behavioral Financial Advisor (BFATM) designation after completing a rigorous course of study and training. About CUNA Mutual Group: 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. MEMBERSĀ® is a registered trademark of CMFG Life. 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. BL:hh |
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