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COMPLEX
SITUATIONS
REQUIRE
COMPRE­HENSIVE
SOLUTIONS.

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

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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

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

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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

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Helping Married Couples Maximize Their Social Security Benefits

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America Saves Week: Start a Conversation with Your Clients

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Ways to Better Understand Clients’ Values, Emotions and Biases

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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.

CMGA-2856885.5-0921-1023