CUNA Mutual Group Launches Advanced Planning Resources

Apr 11, 2020 Share This 

Elevate_PRMarshall Heitzman Will Lead the New Program Efforts To Help Advisors Solve Complex Retirement Planning Challenges

Marshall_titleMADISON, Wis. – CUNA Mutual Group, a leading insurance and financial services company, announced today the launch of its Elevate™ Advanced Planning program for advisors and broker-dealers, available beginning March 2020.

The program will offer advisors and broker-dealers access to an ever-expanding, self-serve library of exclusive content on highly technical advanced markets topics, including annuity strategies, estate planning and tax strategies to help meet clients’ more unique and complex needs. The program will also feature a consultation platform, allowing advisors to submit difficult cases for evaluation and guidance from CUNA Mutual Group’s advanced markets planning team.

CUNA Mutual Group launched the Elevate™ program to expand support for financial professionals as they work to make investments, retirement and financial stability accessible to everyone. The announcement also comes on the heels of a landmark year of growth for the company’s Annuities group, which launched its innovative Zone IncomeTM Annuity in August 2019 and saw multiple products recognized among Barron’s Top 100 Annuities.

“Two key values underlie CUNA Mutual Group’s retirement and investments offerings: transparency and simplicity. The Elevate™ program puts these values into action among our advisors and broker-dealers working with highly-valued clients,” said Dave Hanzlik, Vice President of Annuity and Retirement Solutions for CUNA Mutual Group. “We’re committed to demystifying the complexities of wealth management for this client set, while helping our advisors enhance their professional development and grow their businesses.”

The Elevate™ Advanced Planning program will be led by Marshall Heitzman, Head of Advanced Planning for CUNA Mutual Group Annuities, with the support of a skilled team of wholesalers. Heitzman joined CUNA Mutual Group in April 2019 and oversees the development of educational content, seminars and retirement and wealth management trend research for financial services professionals.

“We’re excited to have Marshall and the advanced markets team launch this initiative. Their collective extensive experience supporting advisors with some of their clients’ most challenging wealth management needs – from charitable retirement trusts to stretch IRAs and beyond – is an invaluable asset to both us and our customers,” added Hanzlik.

Noted Heitzman, “I am a firm believer in CUNA Mutual Group’s core mission: To make financial stability accessible to all. There is so much more to retirement and legacy planning than accumulation, such as helping financial professionals expand their planning and product solutions; enabling them to provide more tailored, holistic client advice.”

For more information about CUNA Mutual Group Annuities or the Elevate™ Advanced Planning program, visit

About CUNA Mutual Group:

With roots in the financial institution space, CUNA Mutual Group offers innovative products that help alleviate the risk out of retirement. Dedicated to understanding needs of advisors and the clients they serve; we work in new ways to reduce the complexity and fear of financial planning. Our annuities are designed to help meet accumulation, income and legacy planning needs, while providing stability, accessibility and a high level of support to help your clients achieve financial security. Learn more at



Topics: Advanced Planning, News & Press