Financial

HELPING FINANCIAL ADVISORS PROVIDE SIMPLICITY TO COMPLEX SITUATIONS.

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

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.

Resources That Matter

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.

Tax Efficiency Planning

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

Legacy Planning

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

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Questions to Ask When a Client Receives an Early Retirement Offer

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The Inflation Reduction Act’s Impact on Retirees’ Healthcare Costs

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reviewing 2023 COLA numbers

A Quick Snapshot of 2023 Cost of Living Adjustments (COLA)

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Meet The Expert

Marshall

Marshall Heitzman, CFP®, ChFC, FLMI, CPCU, BFA™
VP - Advanced Planning Consultant

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Sonja V. Hayes, J.D., LL.M, M.B.A., CLU, BFA™
VP - 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.

Meet The Experts

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