Immediate Annuity
An annuity contract which is purchased with a single premium or annuity contribution and payments begin within 1 year after the initial premium payment. Insured
The person whose life is covered by the insurance contract. Irrevocable Beneficiary
A beneficiary whose right to policy proceeds cannot be cancelled by the policyowner without the irrevocable beneficiary’s consent.
Forms & FAQs for All Products
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit 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. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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©1997-2009 CUNA Mutual Group.
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