CUNA Mutual Group announced today the digital launch of Acceleration®, a value-add program designed to help appointed advisors strengthen their client relationships and grow their practices to best meet their evolving financial planning needs.
The Acceleration® program is a professional development and education toolkit available to advisors through CUNA Mutual Group annuities’ sales support team. The digital experience platform provides a video overview of the program and six modules, spotlighting topics including:
- Seminar marketing
- In-branch referrals
- Client referrals
- Behavioral finance in action
- Maximizing client relationships
- Setting your social media strategy
Also Read: Performance Marketing – Four Key Aspects to Keep in Mind
Acceleration will add to CUNA Mutual Group’s growing suite of easily accessible tools and resources developed to help advisors and broker-dealers apply a values-based approach to financial planning. In March 2020, the company also launched its Elevate™ Advanced Planning Resources program to offer advisors consultation services and an expansive technical strategies content library, followed soon after by the introduction of a new digital version of the Behavior Finance Advice (BFA™) advisor tools in October.
“We’re immensely proud of Acceleration® and how quickly and strategically we’ve been able to grow our value-add resources over the past year,” said Martin Powell, Vice President, Head of Annuities Distribution at CUNA Mutual Group. “The COVID-19 pandemic has presented unprecedented challenges for financial advisors and broker-dealers, and we’re committed to providing them with innovative, cutting edge tools and resources to help them guide their clients through this difficult environment and build a more secure financial future.”
