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CUNA Mutual Group's Member Zone Annuity APP Wins Technology Award
Tuesday, March 11, 2014 6:55 AM

A CUNA Mutual Group tablet application that helps credit union members plan for retirement security has won a Bank Insurance & Securities Association (BISA) Technology Innovation Award.

Financial advisors, including advisors from CUNA Mutual Group’s broker-dealer, CUNA Brokerage Services, Inc. (CBSI), utilize the ZONE tablet application to present investment options for CUNA Mutual Group’s new, registered index annuity, MEMBERS® Zone Annuity, using easy-to-understand terms and engaging visuals.

The ZONE is one of nine BISA Technology Innovation Award recipients selected for the honor. The BISA Technology Innovation Award recognizes leadership in the advancement of the financial services industry’s products, services, and platforms through technology innovation. The award recognizes companies’ commitment to advancements in technology-based solutions for the industry.

“Today’s financial advisors are tasked with evaluating a broad range of customer financial needs and presenting a complex set of financial solutions in an environment that is an ever-changing mix of market volatility, regulatory scrutiny, and product choice,” said Bob Buckingham, annuity product vice president for CUNA Mutual Group. “The products that are ultimately sold are intangible, and often difficult to understand.”

The ZONE removes this anxiety by providing a simple and effective tool for the advisor to present investment options. Launched in August 2013, the ZONE presents CUNA Mutual Group’s registered index annuity, MEMBERS Zone Annuity, in a unique, high-performance web application optimized for the iPad. The ZONE allows advisors and customers to customize a zone of risk and reward aligned with their investment goals using the MEMBERS Zone Annuity product.