Advanced Markets

After you file your taxes, review your 1040 form with your financial professional. It can help them provide personalized strategies to help you meet your objectives.

Life insurance can play an important role in empowering business owners and entrepreneurs to protect and grow their businesses.

From tax brackets to 401(k) contribution limits, keep up-to-date with important tax information with the 2024 version of Tax Facts at a Glance.

Our first responsibility is the financial professionals we serve.

The Advanced Markets Group provides a wealth of knowledge from distinguished industry professionals, representing a variety of industries. We understand the challenges you face in today’s economic environment, and we’re committed to providing you with guidance on complex retirement, estate, and tax strategies.

The Advanced Markets Group is here to help you build your value in today's evolving marketplace.

Retirement income
Estate preservation
Tax strategies
Transferring wealth
Trust funding
Legislative updates

IRAs
Charitable strategies
Gifting
Small business retirement plans
Social Security basics
Medicare basics

Resource library

From tax strategies to year-end planning, we’re pleased to share a rich library of resources to help strengthen your business.

Annuity strategies

Whether it’s legacy planning, tax deferral, or securing a reliable income stream in retirement, make sure your clients understand the ins and outs of annuities.

Guide to Titling Annuitant-Driven Contracts
Using Annuities Within Trusts
Annuities and Required Minimum Distributions
Investment-Only Strategy
Pass-In-Kind Strategy
Restricted Beneficiary Payout
Tax-deferred Growth
Charitable Remainder Trusts
Spousal Lifetime Access Trust
Retirement Budget Worksheet

Business planning using life insurance

The tools you need to help business owners leverage life insurance to protect and grow their businesses.

Executive Bonus Plan
Small Business Fact Finder
Field Guide for Business Planning Using Life Insurance
Quick Reference Guide: Business Entities
Taxation of Employer-Owned Life Insurance
Key Employee Coverage Strategy Summary
Nonqualified Deferred Compensation
Basics of Buy-Sell Agreements

Checklists and business development

Explore guidance on essential financial planning topics like seasonal planning strategies, birthday milestones, death and divorce checklists, and more.

Annual Review Checklist
Buying A Home
Death of a Loved One Checklist
Divorce Checklist
It's Your Birthday: The Milestones of Retirement
Job Loss Checklist
Marriage Checklist
Preparing for Long Term Care Needs Checklist
Retirement Savings Checklist
Saving for Education
Year-End Strategies