Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
You can attend this seminar at no cost and no obligation. This seminar will take place at 7:00 PM on 05/20/2024 at ZOOM. Mike Mason from TruStage™ Annuities will answer your retirement questions and help you:
- More confidently address the financial, lifestyle, and emotional transitions to retirement.
- Guard against risks and manage the inevitable ones.
- Gauge when you’re ready for retirement.
You’re welcome to bring a guest – but space is limited. Please make your reservations today.
Click here to reserve your spot (Link to registration)
You can always reach out at 616.243.0125 x 1205 or [email protected] with any questions about the seminar.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risk including possible loss of principal.
TruStageTM 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, 2000 Heritage Way, Waverly, IA, 50677. 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.
CMGA-4751587.2-0923-1025 © TruStage
Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
Start finding answers at our Understanding Your Rollover Options Seminar at no cost or obligation to you.
Understanding Your Rollover Options
7:00 PM on 06/05/2024 at ZOOM Presented by Mike Mason
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
● Four major options for retirement plan balances when changing jobs
● Pros and cons of each option
● How a rollover works
● And more
Click here to reserve your spot (Link to registration)
You can always reach out at 616.243.0125 x 1205 or [email protected] with any questions about the seminar.
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. TruStage™ 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, 2000 Heritage Way, Waverly, IA, 50677. 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.
CMGA-3487222.2-0823-0925 © TruStage
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all.
Find out new ways of managing your investment risk with the Rethinking Diversification seminar on 06/18/2024 at 7:00 PM on Zoom. You can attend this seminar at no cost and without obligation.
This seminar is presented by Mike Mason from TruStage™. They’ll help you understand:
- What traditional portfolio diversification is
- How the investment landscape changes
- How you can achieve your goals with minimal risk
- How new annuity options help you rethink diversification
You’re more than welcome to bring a guest. Feel free to share or add them to the registration links below.
Click here to reserve your spot (Link to registration)
You can always reach out at 616.243.0125 x 1205 or [email protected] with any questions about the seminar.
Mike Mason and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
TruStageTM 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, 2000 Heritage Way, Waverly, IA, 50677. 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.
CMGA-4768521.2-0923-1025 © TruStage