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Helping financial professionals

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™ provides financial professionals 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.

Explore Elevate™ 

Resources

Blog

Meet the expert
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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.

Income planning
Help clients plan well and feel comfortable in the ever-changing economic climate.
New! Annuity strategy: excess to employer match
 
New! Annuity strategy: Social Security survivor's gap 
 
Annuity strategy: income bucketing
 
Annuity strategy: conservative allocation
 
Annuity strategy: needs, wants, legacy 
Rollover opportunities
Strategize rollovers to help position clients towards meeting long-term retirement goals.

Inherited IRAs and tax-qualified plans

Non-qualified annuity after death distributions

Distributions due to divorce

In service distributions

NUA employee stock distributions 

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

Updated! Client approved — retirement and financial tax summary 2024

New! Qualified charitable distributions

Roth IRA conversions

Non-qualified annuity aggregation 

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

Restricted beneficiary payouts

Inherited IRAs and tax-qualified plans

Non-qualified annuity after death distributions 

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

New! Inherited IRA decision tree

Updated! Client approved — retirement and financial tax summary 2024

Client approved —  estate planning checklist

Client approved — IRS rollover chart

Client approved — the essentials: a retirement spending planner 
 

Read about advanced planning concepts in the blog

See all our advanced planning blog posts

Millennials' outlook on retirement & risk control
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Advanced Planning

Millennials' outlook on retirement & risk control

Sep 12, 2023 3 min read
Helping widows navigate a new reality
widowed woman working on laptop
Advanced Planning

Helping widows navigate a new reality

Aug 29, 2023 4 min read
Helping clients who regret claiming social security early
Retirement-age man thinking
Advanced Planning

Helping clients who regret claiming social security early

May 9, 2023 3 min read

Meet the expert

Bring your advanced retirement planning and questions to TruStage's Advanced Planning team. Put Marshall’s experience to work for you. Complete and submit this contact form with questions or comments for the team.
MarshallHeitzman,
CFP®, ChFC, FLMI, CPCU, BFA™

Marshall Heitzman

VP – Advanced Planning Consultant

Phone: 877.345.GROW (4769), option 1