Meet the demands of your clients using our library of resources.

Access the Resource Library

Tap into our extensive advanced planning experience when you access free resources that help you elevate your client service and grow your practice.


We help financial advisors’ businesses grow. When it comes to clients with advanced planning needs, many advisors want more resources to feel that they’re truly enhancing those important client relationships.

Elevate™ — Advanced Planning Resources is here for you. Receive trusted guidance on these complex strategies:

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

Get appointed to receive access to the full library of Elevate Advanced Planning resources Elevate™.

Meet the Team

Our advanced planning team curates the resource library to provide meaningful strategies that keep advisors on the edge of today’s ever-evolving economic environment. Their years of experience bring a unique perspective to your advanced retirement planning and tough investment advisory challenges.


Marshall Heitzman, CFP®, ChFC, FLMI, CPCU, BFA™
VP - Advanced Planning Consultant
Phone: 877.345.GROW (4769), option 1


Sonja V. Hayes, J.D., LL.M, M.B.A., CLU, BFA™
VP - Advanced Planning Consultant
Phone: 877.345.GROW (4769), option 1

Advanced Concepts
Blog Articles

retired couple flying a kite

Questions to Ask When a Client Receives an Early Retirement Offer

Read more

doctor office visit for retiree

The Inflation Reduction Act’s Impact on Retirees’ Healthcare Costs

Read more

reviewing 2023 COLA numbers

A Quick Snapshot of 2023 Cost of Living Adjustments (COLA)

Read more

View all Advanced Concepts articles

Stay one step ahead with industry updates, advisor practice and business-building tips, links to fresh resources, and more.

Ready to get started?

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