Get quick insights into complicated planning scenarios.
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