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.

Annuity Strategies

Focused on meeting growth, preservation, and distribution goals of investors within distinct tolerances for risk.

Income Planning

Help clients plan well and feel comfortable in the ever-changing economic climate

Rollover Opportunities

Strategize rollovers to help position clients towards meeting long-term retirement goals.

Legacy Planning

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

Additional Reference Resources

More advanced planning in-depth resources to elevate your value.

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Advanced Concepts
Blog Articles

CUNA Mutual Group Launches Advanced Planning Resources Program

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Retirement Considerations for Couples vs. Single Investors

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Divorce After 50 — Why Clients Need A Retirement Rescue Plan

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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