CUNA Mutual Group

Our company was founded more than 85 years ago by credit union leaders who were looking for an insurance and investment partner they could trust. For generations, we’ve helped credit unions, businesses and hardworking Americans build financial secu ses and hardworking Americans build financial security. CUNA Mutual Group offers insurance and investment products so people can protect what’s important to them — whether it’s their lifetime achievements, their loved ones or both. Our company was founded as a trusted partner to credit unions and their members. While we’re still a big part of the credit union movement, we’ve expanded the distribution of some of our solutions to meet the needs of other consumers, too. 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.