Resource Spotlight

A Summary of the SECURE Act

Encourage clients to stay informed on the new tax law by reviewing this summary.

Using Annuities in Irrevocable Trusts

Provide your clients with the benefits of using annuities in irrevocable trusts.

Healthy Longevity Field Guide

Learn the ins and outs of planning for retirement, including the financial challenges and opportunities.

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.

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.
An in-depth look at legacy and estate planning, including guides to guardianship, powers of attorney, and advance health care directives.
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.

Between them, our team members hold advanced degrees and professional designations including, MD, CFP®, CLU®, and ChFC®.

Ryan Bertrand, CFP®, CLU®

Vice President and Managing Director

Chris McGovern, CFS, CLU®, ChFC®, AEP


Mike Sosnowski, CFP®, CLU®, ChFC®, RICP®


Bill Lloyd, MD, FACS

Health Director

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


James Verbonitz, CFP®, ChFC®, CLU®


Nick Arndt, CFP®, ChFC®

Senior Sales Consultant

Erik Cush, CFP®, CFS®

Senior Sales Consultant

Joe Sullivan, 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.