In this episode, sponsored by Wholesaler Masterminds® Schedulers, we interview: Chad Mueller, Head of Annuity Sales for CUNA Mutual Group.

In this role, Chad is responsible for leading the MEMBERS® Products wholesaling organization, developing and executing the go-to-market wholesale distribution strategy, and achieving increased sales and market share objectives. He has more than 17 years of experience in the financial services industry and brings a wealth of knowledge focused on retirement planning. This diverse background ranges from Marketing, Retail Sales (advisor), Life, Annuity, Mutual Fund/SMA Wholesaling and Sales leadership.

He has also qualified for President’s Council, CUNA Mutual Group’s highest Sales honor, seven times in 3 different roles, and is a regular speaker on topics of retirement and retirement income planning, Social Security/Medicare basics, and estate planning.

Chad graduated from the University of Wisconsin – Stevens Point, with a Bachelor of Science in Political Science and Business Administration.

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