Advanced Markets
Resource spotlight
IRS Form 1040 Review Guide
After you file your taxes, review your 1040 form with your financial professional. It can help them provide personalized strategies to help you meet your objectives.
Planning for business
Life insurance can play an important role in empowering business owners and entrepreneurs to protect and grow their businesses.
Tax Facts at a Glance
From tax brackets to 401(k) contribution limits, keep up-to-date with important tax information with the 2025 version of Tax Facts at a Glance.
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 income
- Estate preservation
- Tax strategies
- Transferring wealth
- Trust funding
- Legislative updates
- IRAs
- Charitable strategies
- Gifting
- Small business retirement plans
- Social Security basics
- Medicare 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
Pass-In-Kind Strategy
Restricted Beneficiary Payout
Tax-deferred Growth
Charitable Remainder Trusts
Spousal Lifetime Access Trust
Retirement Budget Worksheet
Business planning using life insurance
The tools you need to help business owners leverage life insurance to help protect and grow their businesses.
Executive Bonus Plan
Small Business Fact Finder
Field Guide for Business Planning Using Life Insurance
Quick Reference Guide: Business Entities
Taxation of Employer-Owned Life Insurance
Key Employee Coverage Strategy Summary
Nonqualified Deferred Compensation
Basics of Buy-Sell Agreements
Checklists and business development
Explore guidance on essential financial planning topics like seasonal planning strategies, birthday milestones, death and divorce checklists, and more.
Annual Review Checklist
Buying A Home
Death of a Loved One Checklist
Divorce Checklist
It's Your Birthday: The Milestones of Retirement
Job Loss Checklist
Marriage Checklist
Preparing for Long Term Care Needs Checklist
Retirement Savings Checklist
Saving for Education
Year-End Strategies
Estate planning
An in-depth look at legacy and estate planning, including guides to guardianship, powers of attorney, and advance healthcare directives.
A Lasting Legacy - Wealth Transfer Using Nonqualified Annuities
Beneficiary Review Worksheet
Transamerica's Guide to Estate Planning
Transamerica's Guide to Guardianship, POA and Advance Healthcare Directives
Retirement accounts and IRAs
Get up to speed on individual and employee-sponsored retirement specifics, wealth transfer strategies, rollovers, withdrawal rules, and more.
Accessing Retirement Accounts Prior to 59 1/2
In-Service, Non-Hardship Withdrawals
IRA Beneficiary Planning
IRA Permitted Rollover Chart
IRA Rollover Interview
IRA Rollovers - What's Right for You
Required Minimum Distributions: Quick Reference Guide
Required Minimum Distributions (RMD) Reference Guide
Roth IRAs – A Wealth Transfer Strategy
Guide to Small Business Retirement Plans
Social Security and Medicare
Looking to brush up on all things Medicare and the ins and outs of Social Security? We've got you covered. Take a look at these handy resources.
Field Guide to Social Security
Social Security Workbook
Field Guide to Medicare
Medicare Workbook
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.
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
Get in touch
We're pleased to offer this dedicated service specific for financial professionals. Get in touch with us through your wholesaler today.