Events

Rethinking Diversification

Tuesday, June 27, 2023

07:00 PM - 07:30 PM

You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. • How can you use annuities to guarantee income for life?

Rethinking Diversification

Tuesday, June 27^th @ 7:00 pm EST - 7:30 pm EST

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

What is traditional portfolio diversification?
How has the investment landscape changes?
How can you achieve your goals with the least amount of risk?
How can new annuity options help you rethink diversification?

Give me a call at 608.665.6677 with any questions about the seminar or contact me by email at sean.bayer@cunamutual.com.

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. 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. 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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Rethinking Diversification

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