SHEBOYGAN, WI (March 15 2015) -- Thomas Binversie has recently earned the MEMBERS Medallion Gold Award from CUNA Mutual Group.
Medallion Awards are presented annually to those advisors who reach superior sales of MEMBERS Annuities from CMFG Life Insurance Company, MEMBERS Mutual Funds and MEMBERS Managed Accounts, when meeting the investment and insurance needs of their clients. Tom is a financial advisor with the MEMBERS Financial Services program located at Kohler Credit Union.
In today’s ever-changing economy, financial planning with the aid of a knowledgeable professional is more important than ever. Tom provides financial services on a wide range of issues, including savings and investing, employer retirement plans and distribution options, retirement income planning, insurance protection, taxation changes and estate planning.*
Tom lives with his wife and their family in Sheboygan. He can be reached at Kohler Credit Union at 920.783.2311 or through kohlercu.com.
About CUNA Mutual Group: CMFG Life Insurance Company is a member of the CUNA Mutual Group, a leading provider of financial services to financial institutions and their valued customers worldwide. With more than 75 years of true market commitment, the CMFG Life vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused products and market-driven innovation. As of December 31, 2013, financial records of CMFG Life, a Fortune 1000 company, indicated $17.5 billion in assets, $15.1 billion in liabilities and $2.4 billion in policyowner surplus.
*Representative is not a tax advisor. For tax or legal advice, consult a licensed professional.
MEMBERS Insurance & Investments is the marketing name for annuities issued by CMFG Life and other leading carriers. 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 (866) 512-6109. 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.