Resource spotlight 

Two men discuss business plans

Business Planning Using Life Insurance

Help owners leverage life insurance to protect and grow their businesses. For agent use only.

A smiling woman

Field Guide to Medicare

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

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Estate Planning Essentials

Use this go-to guide featuring actionable concepts and strategies to assist clients as they plan their estates.

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.

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

COVID-19 updates and webinar replays

Access timely updates, materials, and webinars surrounding the ever-changing landscape of COVID-19.

COVID-19 Updated Guidance for Financial Professionals

COVID-19 Stimulus Bill Highlights

 

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

Who We Are

Meet the members of Advanced Markets

Ryan Bertrand
Chris McGovern
Mike Sosnowski
Bill Lloyd
James Verbonitz
Nick Arndt
Joe Sullivan