Rise above the ordinary for your clients. Take your influence, your business, and your value to clients above and beyond where you’ve ever been.
We curate resources that provide meaningful strategies, stay on the edge of today’s ever-evolving economic environment, and assist in ways that matter … all so you can deliver what your unique clients require. It’s our way to help you grow your business.
Marshall Heitzman, CFP®, ChFC, FLMI, CPCU, BFA™
CUNA Mutual Group | Head of Advanced Planning
Bring your advanced retirement planning and questions to our CUNA Mutual Group's Advanced Planning Expert. Put Marshall Heitzman’s 25+ years of experience to work for you. Complete and submit this contact form.