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ADVANCED MARKETS

A powerful resource at your fingertips

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.

Clients want holistic guidance on how to better achieve their financial and physical goals.

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

Resource Spotlight

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IRS Form 1040 Review Guide

Share this helpful guide with clients to get them up to speed. The info they provide will “help you help them” in investing, retirement, and more.
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Highlights: Tax Cuts and Jobs Act

2018’s Tax Cuts and Jobs Act (TCJA) is the most sweeping tax mandate in decades. Familiarize yourself with this high-level overview.
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Milestones of Retirement

There’s a lot more to birthdays than the cake and candles. Hitting certain milestones in life also triggers important financial opportunities.
Dedicated to increasing your core strengths
  • Retirement strategies
  • Estate preservation
  • Tax strategies
  • Transferring wealth
  • Trust funding
  • IRAs
  • Charitable strategies
  • Gifting
  • Small business retirement plans
  • Social Security 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.

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

Retirement plans aren’t one-size-fits-all. Small business owners need a plan tailored to their specific needs and workforce – here’s how you can help.
You can make tax time less taxing for clients. Stay on top of the ever-changing landscape with updated forms, rules, and guidance for 2018.
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.

Get to know the people behind the credentials

Whether it’s IRA distributions, annuity titling, tax strategies, or Social Security, the members of the Advanced Markets Group have the knowledge and experience to help financial professionals deliver the best service to their clients.

Our team members hold advanced degrees and professional designations including MD, JD, CFP ®, CLU ®, and ChFC ®.

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Ryan Bertrand, CFP®, CLU

Vice President and Managing Director
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Doug Ewing, JD, CFP®, RICP

Director
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Chris McGovern, CFS, CLU®, ChFC®, AEP

Director
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Mike Sosnowski, CFP®, CLU®, ChFC®

Director
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Bill Lloyd, MD, FACS

Health Director
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Steven Sweeney, CFP®, CLU®, ChFC®, RICP®

Director
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James Verbonitz, CFP®, ChFC®

Senior Sales Consultant
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Nick Arndt, CFP®

Senior Sales Consultant

Get in touch

We're pleased to offer this dedicated service specific for financial professionals. Get in touch with us through your wholesaler today.

800-851-7555

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