Resource spotlight 

Secure Act 2.0 Summary

On December 29, 2022, The SECURE 2.0 Act was signed into law. This summary provides an overview of notable provisions that will impact individuals over the next couple years.

Business Planning Using Life Insurance

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

Year-End Strategies

The end of the year will be here before you know it. Explore the strategies to take advantage of before December 31.

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

Estate planning

Individual planning with life insurance

The right life insurance policy can offer much more than protection alone, even acting as a financial planning tool to address a variety of needs: cash value accumulation, supplemental retirement income, estate planning, and more.

Individual Planning With Life Insurance
How Much Life Insurance Do I Need?​
Needs Analysis Worksheet​
Personal Accumulation Strategy ​
Education Planning with Life Insurance ​
Retirement Budget Worksheet

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

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.

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

Wealth + HealthSM

Navigating the financial challenges that come with a client's cancer or dementia diagnosis are difficult for even the most experienced financial professional. Here are some valuable resources you might want to review so you're ready when the time comes.

Cancer Planning Field Guide
Cancer Planning Toolkit 
Caregiver's Toolkit to Dementia
Caregiver's Field Guide to Dementia

Who We Are

Meet the members of Advanced Markets