Advanced Markets Made Simple

Overview

With more than 180 years of combined industry experience our Advanced Market Team is here to help you grow your business.

We specialize in working with high net worth individuals, business owners and their families along with charitable and nonprofit organizations. We provide your team with:

  • Direct access to our in-house team for case consultation and point-of-sale support
  • Simplified sales concepts to help you sell
  • Case design and presentation
  • Consultation with strategic advisors - CPAs and Attorneys
  • Ongoing education and training

We are committed to supporting your needs and the needs of your clients. We stay current in the market, understand what people are thinking from Main Street to Wall Street. At the end of the day our job is to simplify the sales process and make doing business with us easy.

Our Team can help - 800-906-3310 OPTION 1

Latest News from Advanced Markets

Welcome to the Advanced Markets digital experience. This will be the future home of all marketing and training materials developed to help you effectively work in the advanced market place. Here you will learn “What’s New”. We will highlight concepts designed for use with your business owner prospects and clients. Come visit often as this will be an ever changing platform. New materials will be included as developed. If you are looking to build your knowledge base you will benefit from our “Agent Training” materials.

Advanced Marketing Attorneys

Ellen Lehmert, JD*
Director, Advanced Sales
802-229-3310
ELehmert@nationallife.com

Matt Ryan, JD*
Director, Advanced Sales
802-229-3543
MRyan@nationallife.com

Tracey Ullom, JD*
Qualified Plan Specialist
802-229-7407
TUllom@nationallife.com

Tracey Ullom

Experience the innovative planning expertise of our Advanced Marketing Attorneys. Our high tech, high touch approach will help you leverage the many concepts available to you: Business Succession Planning, Executive Employee Benefits including Qualified and Non-Qualified Benefit Plans, Estate Planning, Charitable Giving, and more.

Advanced Marketing Specialists

David Hayward
CLU, ChFC, FLMI,Advanced Sales Specialist
802-229-3801
DHayward@nationallife.com

Sam Barton,
CLU, ChFC,Advanced Sales Specialist
802-229-3836
SBarton@nationallife.com

Positioned to help you close the sale, visit with our Advanced Market Specialists. They help with case design, provide training, and answer your technical questions. Areas of specialty include: Business Succession Planning, Executive Employee Benefit with a focus on Non-Qualified Plans, and Estate Planning.

Qualified Plans Specialists

Ena Anthony,
CLU, ChFC, CASL, QKA, FLMI,ACS, AIAA, AIRC Sr. Qualified Plan Marketing Associate
802-229-3599
EAnthony@nationallife.com

Bryan Pritchard
Qualified Plan Specialist
802-229-3387
BPritchard@nationallife.com

Our Qualified Plans team has a unique ability to help you design a qualified plan that will fit your clients’ needs. They answer the tough technical questions that may be posed by your clients, CPAs and attorneys. They can coach you through the entire sales process.

From The Main Street Blog
What I Have Learned about Saving for Retirement

What I Have Learned about Saving for Retirement

It is stunning to me that annuities have such a bad reputation. Many consumers think of annuities as extremely complex ... Read Article