ARTICLE 1 APPOINTMENTDistribution Agreement • November 27th, 2013 • MEMBERS Life Insurance Co • Life insurance
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT 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...Investment Advisory Agreement • March 25th, 2015 • MEMBERS Life Insurance Co • Life insurance • Iowa
Exhibit 4(i) [[LOGO OF CUNA MUTUAL GROUP] | CUNA MUTUAL GROUP] MEMBERS LIFE INSURANCE COMPANY [2000 Heritage Way, Waverly, Iowa 50677] Telephone: [800.798.6600] [http://www.cunamutual.com] SINGLE PREMIUM DEFERRED MODIFIED GUARANTEED INDEX ANNUITY...MEMBERS Life Insurance Co • June 12th, 2013 • Life insurance
ARTICLE I AMENDMENT TO THE AGREEMENTCoinsurance Agreement • April 4th, 2014 • MEMBERS Life Insurance Co • Life insurance
AMENDMENT TO INVESTMENT ADVISORY AGREEMENT 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...Investment Advisory Agreement • April 30th, 2014 • MEMBERS Life Insurance Co • Life insurance
Exhibit 10(iii) AMENDMENT TO COST SHARING AGREEMENT (PARENT TO SUBSIDIARIES) THIS AMENDMENT ("Amendment"), effective as of February 1, 2012 (the "Effective Date"), amends Cost Sharing Agreement (Subsidiaries to Parent) effective January 1, 2008 (the...Cost Sharing Agreement • June 12th, 2013 • MEMBERS Life Insurance Co • Life insurance
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 6th, 2022 • MEMBERS Life Insurance Co • Life insurance • Iowa
THIS 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”).
THIRD AMENDMENT TO AMENDED AND RESTATED COINSURANCE AND MODIFIED COINSURANCE AGREEMENTCoinsurance Agreement • April 14th, 2023 • MEMBERS Life Insurance Co • Life insurance
THIS THIRD AMENDMENT TO AMENDED AND RESTATED COINSURANCE and MODIFIED COINSURANCE AGREEMENT (“Amendment”) effective as of 10th, October 2022 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”).
Exhibit 10(iv) AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • June 12th, 2013 • MEMBERS Life Insurance Co • Life insurance
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
This 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
MEMBERS 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.
Amendment No. 1 to Administrative Services Agreement Franklin Templeton Services, LLC MEMBERS Life Insurance CompanyAdministrative Services Agreement • April 13th, 2023 • MEMBERS Life Insurance Co • Life insurance
This Amendment to Administrative Services Agreement (“Amendment”) is entered into by and among Franklin Templeton Services, LLC, a Delaware limited liability company (“”FTS” or Fund Administrator”), Franklin Distributors, LLC, a Delaware limited liability company (“FD, LLC”), and MEMBERS Life Insurance Company, an Iowa stock life insurance company (the “Company”); FTS, FD, LLC and the Company are each a “Party,” and altogether the “Parties.”
AMENDED AND RESTATED EXPENSE SHARING AGREEMENT (MLIC) 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"),...Expense Sharing Agreement • March 25th, 2015 • MEMBERS Life Insurance Co • Life insurance • Iowa
SECOND AMENDMENT TO AMENDED AND RESTATED COINSURANCE AND MODIFIED COINSURANCE AGREEMENTCoinsurance Agreement • April 6th, 2022 • MEMBERS Life Insurance Co • Life insurance
THIS 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”).
CUNA MUTUAL GROUP COST SHARING, PROCUREMENT, DISBURSEMENT, BILLING AND COLLECTION AGREEMENT This CUNA MUTUAL GROUP COST SHARING, PROCUREMENT, DISBURSEMENT, BILLING AND COLLECTION AGREEMENT (the "Agreement") is entered into as of January 1, 2015 (the...Collection Agreement • March 25th, 2015 • MEMBERS Life Insurance Co • Life insurance • Iowa
FIRST AMENDMENT TO ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance
THIS FIRST AMENDMENT to the Administrative Services Agreement (“Amendment”) is entered into as of July 1, 2020, by and between MEMBERS Life Insurance Company, a life insurance company organized under the laws of the State of Iowa (the “Insurer”) and BlackRock Advisors, LLC (“BAL”).
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 6th, 2022 • MEMBERS Life Insurance Co • Life insurance • Iowa
THIS 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”).
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 1 TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance
MEMBERS 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 AddendumParticipation Agreement • April 5th, 2022 • MEMBERS Life Insurance Co • Life insurance
Franklin 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”).
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”).
THIRD AMENDMENT TO AMENDED AND RESTATED COINSURANCE AND MODIFIED COINSURANCE AGREEMENTCoinsurance and Modified Coinsurance Agreement • April 13th, 2023 • MEMBERS Life Insurance Co • Life insurance
THIS THIRD AMENDMENT TO AMENDED AND RESTATED COINSURANCE and MODIFIED COINSURANCE AGREEMENT (“Amendment”) effective as of 10th, October 2022 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”).
SELLING AND SERVICES AGREEMENT FOR REGISTERED ANNUITY PRODUCTSSelling and Services Agreement • June 12th, 2013 • MEMBERS Life Insurance Co • Life insurance • Wisconsin
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.
SIXTH AMENDMENT TO COINSURANCE AGREEMENTCoinsurance Agreement • December 20th, 2017 • MEMBERS Life Insurance Co • Life insurance
THIS SIXTH AMENDMENT TO COINSURANCE AGREEMENT (“Amendment”) effective as of October 20, 2017 amends that certain Coinsurance Agreement effective January 1, 2013 (the “Agreement”) by and between MEMBERS LIFE INSURANCE COMPANY (the “Company”) and CMFG LIFE INSURANCE COMPANY (“Reinsurer”).
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.
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
Franklin 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”).
FOURTH AMENDMENT TO COINSURANCE AGREEMENTCoinsurance Agreement • December 20th, 2017 • MEMBERS Life Insurance Co • Life insurance
THIS FOURTH AMENDMENT TO COINSURANCE AGREEMENT (“Amendment”), effective as of Aug 31, 2015 amends that certain Coinsurance Agreement, effective August 1, 2013 (the “Agreement”), by and between MEMBERS LIFE INSURANCE COMPANY (the “Company”) and CMFG LIFE INSURANCE COMPANY (“Reinsurer”).
VARIABLE PORTFOLIO ADMINISTRATIVE SERVICES AGREEMENTVariable Portfolio Administrative Services Agreement • April 18th, 2019 • MEMBERS Life Insurance Co • Life insurance • Massachusetts
THIS SERVICES AGREEMENT (Agreement) is made and entered into as of October 17, 2018 (“Effective Date”), by and between CUNA Brokerage Services, Inc. (“Company”) and Columbia Management Investment Services Corp. (“Transfer Agent”).
EXPENSE SHARING AGREEMENT 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...Expense Sharing Agreement • April 30th, 2014 • MEMBERS Life Insurance Co • Life insurance
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”).
SECOND AMENDMENT TO COINSURANCE AGREEMENTCoinsurance Agreement • December 20th, 2017 • MEMBERS Life Insurance Co • Life insurance
THIS SECOND AMENDMENT TO COINSURANCE AGREEMENT (“Amendment”), effective as of November 18, 2014 amends that certain Coinsurance Agreement, effective January l, 2013 (the “Agreement”), by and between MEMBERS LIFE INSURANCE COMPANY (the “Company”) and CMFG LIFE INSURANCE COMPANY (“Reinsurer”).
