Amendment 1 to Participation Agreement among MEMBERS Life Insurance Company, DFA Investment Dimensions Group Inc., Dimensional Fund Advisors LP and DFA Securities LLCParticipation Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance
Contract Type FiledApril 5th, 2022 Company IndustryThis amendment to the Participation Agreement dated as of August 27, 2015, as amended (the “Agreement”), is effective as of the 1st day of January, 2022, among MEMBERS Life Insurance Company (“Company”) on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”), DFA Investment Dimensions Group Inc. (“Fund”), Dimensional Fund Advisors LP (“Adviser”), and DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”). Capitalized terms used herein and not otherwise defined herein shall have the meanings assigned to such terms in the Agreement.
ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance • Delaware
Contract Type FiledApril 5th, 2022 Company Industry JurisdictionMEMBERS LIFE INSURANCE COMPANY (“INSURER”) and INVESCO ADVISERS, INC. (“INVESCO”) (collectively, the “Parties”) mutually agree to the arrangements set forth in this Administrative Services Agreement (the “Agreement”) dated as of January 1, 2016.
SECOND AMENDMENT TO AMENDED AND RESTATED COINSURANCE AND MODIFIED COINSURANCE AGREEMENTCoinsurance Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance
Contract Type FiledApril 5th, 2022 Company IndustryTHIS SECOND AMENDMENT TO AMENDED AND RESTATED COINSURANCE and MODIFIED COINSURANCE AGREEMENT (“Amendment”) effective as of 23, November 2021 amends the AMENDED AND RESTATED COINSURANCE AND MODIFIED COINSURANCE AGREEMENT effective February 4, 2021 (the “Agreement”) by and between MEMBERS LIFE INSURANCE COMPANY (the “Company”) and CMFG LIFE INSURANCE COMPANY (“Reinsurer”).
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 February 4, 2021 AMENDED...Coinsurance and Modified Coinsurance Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance • Iowa
Contract Type FiledApril 5th, 2022 Company Industry JurisdictionTHIS AMENDED AND RESTATED COINSURANCE AND MODIFIED COINSURANCE AGREEMENT (this “Agreement”) is effective as of February 4, 2021, 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”).
AMENDMENT 1 TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance
Contract Type FiledApril 5th, 2022 Company IndustryMEMBERS Life Insurance Company (“Insurance Company”), the Lazard Retirement Series, Inc., (“Fund”), Lazard Asset Management Securities LLC (“Lazard”), and CUNA Brokerage Services, Inc. (“Contract Distributor”) entered into a certain participation agreement dated November 18, 2015 (“Participation Agreement”), as may be amended. This Amendment (“Amendment”) to the Fund Participation Agreement is entered into as of January [31], 2022, by and among the Insurance Company, on its own behalf and on behalf of each separate account of the Insurance Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Separate Accounts”), the Fund, Lazard and the Contract Distributor (collectively, the “Parties”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Participation Agreement (defined above).
Participation Agreement Addendum Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. MEMBERS Life Insurance Company CUNA Brokerage Services, Inc.Participation Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance
Contract Type FiledApril 5th, 2022 Company IndustryFranklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), MEMBERS Life Insurance Company, and CUNA Brokerage Services, Inc., your distributor (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated May 1, 2016, as amended (the “Agreement”).
Participation Agreement as of May 1, 2016 Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. MEMBERS Life Insurance Company CUNA Brokerage Services, Inc.Participation Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance
Contract Type FiledApril 5th, 2022 Company Industry
SECOND AMENDMENT TO AMENDED AND RESTATED COINSURANCE AND MODIFIED COINSURANCE AGREEMENTCoinsurance and Modified Coinsurance Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance
Contract Type FiledApril 5th, 2022 Company IndustryTHIS SECOND AMENDMENT TO AMENDED AND RESTATED COINSURANCE and MODIFIED COINSURANCE AGREEMENT (“Amendment”) effective as of 23, November 2021 amends the AMENDED AND RESTATED COINSURANCE AND MODIFIED COINSURANCE AGREEMENT effective February 4, 2021 (the “Agreement”) by and between MEMBERS LIFE INSURANCE COMPANY (the “Company”) and CMFG LIFE INSURANCE COMPANY (“Reinsurer”).