Resource spotlight 

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Field Guide to Medicare

Help clients make the most of their Medicare benefits while managing healthcare costs.

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Tips For Working With Clients Of Any Generation

Discover how to address the unique intergenerational planning needs of your clients and their heirs.

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Estate Planning Essentials

Get this go-to guide for estate planning basics featuring actionable concepts and strategies

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.

Estate planning

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

A Lasting Legacy - Wealth Transfer Using Nonqualified Annuities
Beneficiary Review Worksheet
Transamerica's Guide to Estate Planning
Transamerica's Guide to Guardianship, POA & Advance Health Care Directives

Small business retirement plans

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.

Guide to Small Business Retirement Plans

Tax resources

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.

Guide to Form 1040
Income Tax Implications of Life Insurance Living Benefits
Tax Facts at a Glance
Navigating the Federal Tax Landscape

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

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Chris McGovern
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Bill Lloyd
James Verbonitz
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Joe Sullivan