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Advanced Concepts
Blog Articles

Living Wills and Durable Power of Attorney — How to Talk With Clients

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Why an Early Inheritance Might Make Sense

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Strategies for Clients Who Regret Claiming Social Security Early

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Meet The Expert

Marshall Heitzman

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

Hayes_Sonja

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.

Meet The Experts

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