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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

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.