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

RMDs: What clients need to know

Any clients approaching 70? Make sure they don’t fall prey to these IRS penalties.

A beneficial reminder

Help clients keep their beneficiary designations up to date with this worksheet.

Year-end financial moves

Eight strategies your clients should consider before saying farewell to 2018.

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.
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 ®.

Ryan Bertrand, CFP®, CLU

Vice President and Managing Director

Doug Ewing, JD, CFP®, RICP

Director

Chris McGovern, CFS, CLU®, ChFC®, AEP

Director

Mike Sosnowski, CFP®, CLU®, ChFC®

Director

Bill Lloyd, MD, FACS

Health Director

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

Director

James Verbonitz, CFP®, ChFC®, CLU®

Senior Sales Consultant

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