ZoneIncome
This is the minimum initial purchase payment for ZoneIncome.
What is $10,000?
This is the minimum initial purchase payment for ZoneChoice.
What is $5,000?
This is the minimum initial purchase payment for a SPIA.
What is $10,000?
Who are Marshall and Sonja?
This is where CUNA Mutual Group is headquartered.
Where is Madison, Wisconsin?
This is the length of allocation option periods for ZoneIncome.
What is 6 years?
This is the length of the surrender period for ZoneChoice.
What is 6 years?
This is what SPIA stands for.
What is a Single Premium Immediate Annuity?
This is the minimum issue age for Horizon II.
What is 21 years old?
This is the name that CUNA Mutual Group will rebrand to in 2023.
What is TruStage?
Who is Bob Trunzo?
What is 21-85 years old?
This is the term for when the owner of the policy dies during the accumulation period and the spouse has the option to continue payments.
What is Spousal Continuation?
This is the soonest payments can begin from a SPIA.
What is one month?
These are the names of the three Horizon II express portfolios.
What are conservative, moderate, and aggressive?
This is an advanced planning resource library that covers a multitude of scenarios.
What is Elevate?
This is what CUNA used to stand for.
What is Credit Union National Association?
This happens when a required minimum distribution is higher than the GLWB payment amount.
What is, the GLWB will be increased automatically.
This is the minimum amount of systemic withdrawals for ZoneChoice.
What is $100?
This is the cash surrender value of a SPIA.
What is $0?
When making a withdrawal, this account is drawn from first.
What are the variable subaccounts?
This is a professional development program featuring a series of modules each offering background on its topic.
What is Acceleration?
This is the name of the pet insurance that CUNA Mutual Group sells.
What is Bivvy?
These are the four accounts that ZoneIncome offers for allocation.
What are the S&P 500, Russell 2000, MSCI EAFE, and a declared rate account?
What is a qualified contract?
This is the minimum periodic income payment for a SPIA.
What is $50 per payee?
This is the beginning age for required minimum distributions for people born after 2019.
What is 72 years old?
This is where Sonja went to law school.
This is when CUNA Mutual Group was founded.
When is 1935?