Meet the demands of your clients using our library of resources.
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.
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.
Marshall Heitzman, CFP®, ChFC, FLMI, CPCU, BFA™
CUNA Mutual Group | Head of Advanced Planning
Phone: 877.345.GROW (4769), option 1
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.
Contact your wholesaler or to find your team, reach out to 877.345.GROW (4769) option 1.
Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.
All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions.
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. 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.
Base policy forms 2012-SPDMGIA, 2015-VA-B, 2015-VA-C, 2015-VA-C(ID), 2018-VA-F, 2018-VA(ID), 2018-VA-F(ID), 2008-SPIA-I, 2008-SPIA-LO, 2008-SPIA-DB, ICC13-DIA, ICC13-DIA(B), 2012-SPDMGIA(ID), 2013‑DIA, ICC14-SPDA, 2014-SPDA, 2014-SPDA(OR), 2002-SPDA, 2002-SPDANP(OR), ICC20-SPDA, 2020-SPDA, ICC20-MVAEND, 2020-MVAEND, 2018-RILA, 2018-RILA-GLWBRDR, 2018-RILA-DRAEND and 2018-RILA(ID).
CMGA-2360257.4-0321-0423
