Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.
During this session you'll learn:
How can conservative investments help you face today’s economic risks?
What are the differences between CDs and annuities?
What are the different types of annuities?
How do you decide which conservative investment is right for you?
Space is limited, so I urge you to make your reservations today. Please feel free to call our Program Coordinator, Courtney Gray at (301) 749-4801 with any questions about the virtual seminar or by email at email@example.com. I look forward to seeing you virtually.
Horace Daniel, CRPC®, ChFEB and Matthew Puglisi Financial Professionals NRL Federal Credit Union 5440 Cherokee Ave Suite 200 Alexandria, VA 22312
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This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial professional. There are distinct differences between annuities and certificates of deposit. Most certificates of deposit are short-term investments. Some of the products featured in this workshop are annuities and are sold by prospectus.
Annuities are long-term insurance products designed for retirement purposes. Many registered annuities offer four main features: (1) a selection of investment options, (2) tax-deferred earnings accumulation, (3) guaranteed lifetime payout options, and (4) death benefit options. Before investing, you should consider the annuity’s investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your professional, log onto membersproducts.com or call 888.888.3940.
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 professional, 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.
MEMBERS Financial Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment professional, which is not an affiliate of the credit union. 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.
This is a complimentary virtual seminar. Please register for the event by clicking the website URL link provided. Scroll to the bottom of the page and the virtual event will be listed under Upcoming Webinars. Please indicate that the credit union you are affiliated with is NRL Federal Credit Union.