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Income Planning

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Make tax-efficient decisions with knowledge on Roth conversions, annuity splitting, and more.

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Advise clients to take a holistic planning approach for managing wealth while alive and after death.

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Advanced Concepts
Blog Articles

Remember These 3 Employer Retirement Plan Rollover Opportunities

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Can Annuities Help You Comply With Regulation Best Interest?

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Understanding Unemployment Realities to Provide Investor Guidance

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Meet The Expert

Marshall Heitzman

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.

Meet The Expert