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Offer clients with complex situations the comprehensive solutions they call for

Elevate™ advanced planning resources

Access the resource library

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

We have decades of experience helping financial professionals grow their businesses. When clients come to you with advanced planning needs, you can use these resources to help deepen and enhance those important relationships.

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We made Elevate™ advanced planning resources just for you

Appointed financial professionals can access all of our trusted guidance on complex planning strategies:

  • Annuity strategies
  • Income planning
  • Rollover opportunities
  • Legacy planning
  • Additional reference resources

Get appointed to receive full access to our Elevate™ advanced planning resources.

Until then, take a sneak peek at these client-facing tools from the Elevate™ library:

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Here to help

This specialized resource library is curated to help financial professionals stay on top in today’s ever-evolving economic environment, delivering years of experience and unique perspectives to your advanced retirement planning — and tough investment challenges.

MarshallHeitzman,
CFP®, ChFC, FLMI, CPCU, BFA™

Marshall Heitzman

Millennials' outlook on retirement & risk control
Millennial mother with two children

Millennials' outlook on retirement & risk control

Sep 12, 2023 3 min read
Helping widows navigate a new reality
widowed woman working on laptop

Helping widows navigate a new reality

Aug 29, 2023 4 min read
Helping clients who regret claiming social security early
Retirement-age man thinking

Helping clients who regret claiming social security early

May 9, 2023 3 min read

Ready to get started with TruStage™?

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