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.
Elevate™ provides advisors with a comprehensive cache of resources to enhance client relationships. Guidance on complex strategies from a team of industry professionals to lift your confidence and boost your value.
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™
Advanced Planning Consultant
Sonja V. Hayes, J.D., LL.M, M.B.A., CLU
Advanced Planning Consultant
Bring your advanced retirement planning and questions to CUNA Mutual Group's Advanced Planning team. Put Marshall and Sonja’s 45 years of combined experience to work for you. Complete and submit this contact form with questions or comments for the team.
CMGA-2811981.4-0521-0623
Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.
All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
Base policy forms 2012-SPDMGIA, 2015-VA-B, 2015-VA-C, 2015-VA-C(ID), 2018-VA-F, 2018-VA(ID), 2018-VA-F(ID), 2008-SPIA-I, 2008-SPIA-LO, 2008-SPIA-DB, ICC13-DIA, ICC13-DIA(B), 2012-SPDMGIA(ID), 2013‑DIA, ICC14-SPDA, 2014-SPDA, 2014-SPDA(OR), 2002-SPDA, 2002-SPDANP(OR), ICC20-SPDA, 2020-SPDA, ICC20-MVAEND, 2020-MVAEND, 2018-RILA, 2018-RILA-GLWBRDR, 2018-RILA-DRAEND and 2018-RILA(ID).
CMGA-2360257.4-0321-0423
