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COMPLEX
SITUATIONS
REQUIRE
COMPRE­HENSIVE,
WELL-THOUGHT
STRATEGIES.

Get quick insights into complicated planning scenarios.

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We help financial advisors’ businesses grow. When it comes to clients’ individual, specific planning needs, support from your CUNA Mutual Group team can help you truly enhance those important client relationships.

Elevate™ Advanced Planning Resources library covers a multitude of scenarios and delivers assistance with complex strategies to build your business and boost your value.

  • Annuity Strategies
  • Income Planning
  • Rollover Opportunities
  • Legacy Planning
  • Additional Reference Resources

Elevate™ — Advanced Planning Resources, EXCLUSIVE to appointed advisors.


Meet The Expert

Marshall Heitzman, our Advanced Planning Expert, curates the resource library to provide meaningful strategies that keep advisors on the edge of today’s ever-evolving economic environment. Marshall’s 25+ years of experience brings a unique perspective to your advanced retirement planning and tough investment advisory challenges.

MarshallHeitzman,

Marshall Heitzman, CFP®, ChFC, FLMI, CPCU, BFA™
CUNA Mutual Group | Head of Advanced Planning

Meet The Expert

Marshall Heitzman, our Advanced Planning Expert, curates the resource library to provide meaningful strategies that keep advisors on the edge of today’s ever-evolving economic environment. Marshall’s 25+ years of experience brings a unique perspective to your advanced retirement planning and tough investment advisory challenges.

Ready to get started?

Contact your wholesaler or to find your team, reach out to 877.345.GROW (4769) option 1.

IMPORTANT DISCLOSURES
Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life Insurance Company. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.

MGA-2856885.2-0320-0422

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