AMENDED AND RESTATED COINSURANCE AND MODIFIED COINSURANCE AGREEMENT by and between MEMBERS Life Insurance Company (referred to as the “Company”) and CMFG Life Insurance Company (referred to as the “Reinsurer”) Effective as of January 1, 2019 AMENDED...Coinsurance and Modified Coinsurance Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance • Iowa
THIS AMENDED AND RESTATED COINSURANCE AND MODIFIED COINSURANCE AGREEMENT (this “Agreement”) is effective as of January 1, 2019, by and between MEMBERS Life Insurance Company, an Iowa domiciled stock insurance company (together with its successors and permitted assigns, the “Company”), and CMFG Life Insurance Company, an Iowa domiciled stock insurance company (together with its successors and permitted assigns, the “Reinsurer”).
SELLING AND SERVICES AGREEMENT FOR INSURANCE AND ANNUITY (FIXED AND VARIABLE) PRODUCTSSelling and Services Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance • Wisconsin
This sElLING and serviceS Agreement (this “Agreement”) is entered into as of __________, 20___ (the “Effective Date”) by and between CMFG Life Insurance Company, an Iowa insurance company, MEMBERS Life Insurance Company, an Iowa insurance company (together, “CUNA Mutual”), CUNA Brokerage Services, Inc., a Wisconsin corporation (“CUNA Brokerage”) and [____________________], a [___________] corporation, (“General Agent” and “Broker Dealer”) with an address of [__________________________________].
AMENDED AND RESTATED DISTRIBUTION AGREEMENT FOR REGISTERED ANNUITY CONTRACTS EXHIBIT A, SEPTEMBER 2018Distribution Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance • Iowa
This Amended and Restated Distribution Agreement for Registered Annuity Contracts (the “Agreement”) is made effective as of September 27, 2018 by and between MEMBERS Life Insurance Company (“MLIC”), a stock life insurance company, and CUNA Brokerage Services, Inc. (“CBSI” and, with MLIC, the “Parties”), a registered broker-dealer.
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance
THIS AMENDMENT (“Amendment”), effective as of January 15. 2014 (the “Effective Date”), amends the Investment Advisory Agreement effective January 31, 2012 (the “Agreement”), by and between CUNA Mutual Holding Company and the Covered Entities (as defined in the Agreement) (collectively, “Company”) and MEMBERS Capital Advisors, Inc. (“Adviser”) and is entered into by Adviser and the entities named as signatories hereto (collectively, “Joining Parties”).
COINSURANCE AGREEMENTCoinsurance Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance • Iowa
This Coinsurance Agreement (this “Agreement”), effective as of August 19, 2019, is by and between CMFG Life Insurance Company, a stock insurance corporation organized under the laws of the State of Iowa (hereinafter referred to as the “Reinsurer”), and MEMBERS Life Insurance Company, a stock insurance corporation organized under the laws of the State of Iowa (hereinafter referred to as the “Company”).
EXPENSE SHARING AGREEMENTExpense Sharing Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance
This Expense Sharing Agreement (this “Agreement”) is entered into as of December 31st, 2013 by and between CMFG Life Insurance Company, an Iowa life insurance company (“CMFG Life”), and MEMBERS Life Insurance Company, an Iowa life insurance company (“MLIC”).
CONTRACT NUMBER: [123456789]MEMBERS Life Insurance Co • January 21st, 2021 • Life insurance
This contract is issued to the Owner in consideration of the application and the Purchase Payment. MEMBERS Life Insurance Company will pay the benefits of this contract, subject to its terms and conditions, which will never be less than the amount required by the state law in which the contract is delivered.
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance • Iowa
This Amended and Restated Investment Advisory Agreement (the “Agreement”) is made as of January 1, 2015 (the “Effective Date”) by and between CUNA Mutual Holding Company, a mutual insurance holding company domiciled in the state of Iowa, and those other entities CUNA Mutual Holding Company either controls (directly or indirectly) or sponsors, all as listed in Section 2 on the attached Schedule of Covered Entities, as may be amended from time to time (collectively the “Company”), and MEMBERS Capital Advisors, Inc. (“Adviser” and, with Company, the “Parties”), a duly licensed registered investment adviser domiciled in the state of Iowa with its principal office located in Madison, Wisconsin. As of the Effective Date, this Agreement replaces the Amended and Restated Investment Advisory Agreement, most recently amended as of January 15, 2014, by and between most of the Parties.
CUNA MUTUAL GROUP COST SHARING, PROCUREMENT, DISBURSEMENT, BILLING AND COLLECTION AGREEMENTCollection Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance • Iowa
This CUNA Mutual Group Cost Sharing, Procurement, Disbursement, Billing and Collection Agreement (the “Agreement”) is entered into as of January 1, 2015 (the “Effective Date”) by and among the parties set forth below (each, a “Party” and, collectively, the “Parties”).
AMENDED AND RESTATED EXPENSE SHARING AGREEMENT (MLIC)Expense Sharing Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance • Iowa
This Amended and Restated Expense Sharing Agreement (MLIC) is entered into as of January 1, 2015 (the “Effective Date”) CMFG Life Insurance Company, an Iowa life insurance company (“CMFG Life”), and MEMBERS Life Insurance Company, an Iowa life insurance company (“MLIC” and, with CMFG Life, the “Parties”).
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT Between CUNA Mutual Holding Company et. al. and MEMBERS Capital Advisors, Inc.Investment Advisory Agreement • January 21st, 2021 • MEMBERS Life Insurance Co • Life insurance • Iowa
This Agreement is made as of the Effective Date by and between CUNA Mutual Holding Company, a mutual insurance holding company domiciled in the state of Iowa, and those other entities CUNA Mutual Holding Company either controls (directly or indirectly) or sponsors, all as listed in Section 2 on the attached Schedule of Covered Entities, as may be amended from time to time (collectively the “Company”), and MEMBERS Capital Advisors, Inc. (“Adviser”), a duly licensed registered investment adviser domiciled in the state of Iowa with its principal office located in Madison, Wisconsin. If any Company acquires or organizes another entity that has assets intended to be invested by the Adviser, then such entity shall join in and be bound as a Company by this Agreement.
Addendum to Selling and Services Agreement for ELECTRONIC SIGNATURE USEMEMBERS Life Insurance Co • January 21st, 2021 • Life insurance
This is an Addendum to the Distribution Agreement for Registered Annuity Contracts (the “Agreement”) between CMFG Life Insurance Company and MEMBERS Life Insurance Company (together referred to as “CUNA Mutual”) and CUNA Brokerage Services, Inc. (“General Agent” and “Broker Dealer“, referred to as “Broker Dealer” in this Addendum) pursuant to which, Broker Dealer Company is authorized to sell products of CUNA Mutual and provide services in connection with such sales activities. This Addendum is incorporated into and made a part of that Agreement.
