Income Planning Seminar

October 24th, 2018 - 6:00pm

Location:
Simplicity Credit Union
222 E Upham St
Marshfield, WI 54449

Join us for an Educational Seminar!

From this session you will learn:
  • Sources of Retirement Income
  • Retirement Risks to Clients Drawing on their Savings
  • Income Strategies to Consider
  • How to use Annuities to Guarantee an Income for Life

​MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-2209996.1-0818-0920

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