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You are here: Home / The NEW Wholesaler Masterminds Radio Show / Lessons From Leaders #6: Interview with Chad Mueller at CUNA Mutual Group

Lessons From Leaders #6: Interview with Chad Mueller at CUNA Mutual Group

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How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?

What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?

Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders

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

After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.

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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 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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  • The Rewards of Thinking Big and Being Relentless with Jeffrey Hayzlett
  • Wholesaler Masterminds Radio Pod Pack #2: Winning and Solidifying the Advisor Relationship

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