Stronger Together – Learn how we’re helping our customers address challenges

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COMPLEX
SITUATIONS
REQUIRE
COMPRE­HENSIVE
SOLUTIONS.

Meet the demands of your clients using our library of resources.

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We help financial advisors’ businesses grow. When it comes to clients with advanced planning needs, many advisors want more resources to feel that they’re truly enhancing those important client relationships.

Elevate™ — Advanced Planning Resources is here for you. Receive trusted guidance on these complex strategies:

  • Annuity Strategies
  • Income Planning
  • Rollover Opportunities
  • Legacy Planning
  • Additional Reference Resources
Get appointed to receive access to Elevate™.

Meet The Expert

Marshall Heitzman, our Advanced Planning Expert, curates the resource library to provide meaningful strategies that keep advisors on the edge of today’s ever-evolving economic environment. Marshall’s 25+ years of experience brings a unique perspective to your advanced retirement planning and tough investment advisory challenges.

MarshallHeitzman,

Marshall Heitzman, CFP®, ChFC, FLMI, CPCU, BFA™
CUNA Mutual Group | Head of Advanced Planning
Phone: 877.345.GROW (4769), option 1

Meet The Expert

Marshall Heitzman, our Advanced Planning Expert, curates the resource library to provide meaningful strategies that keep advisors on the edge of today’s ever-evolving economic environment. Marshall’s 25+ years of experience brings a unique perspective to your advanced retirement planning and tough investment advisory challenges.

Ready to get started?

Contact your wholesaler or to find your team, reach out to 877.345.GROW (4769) option 1.