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:
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.
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.
Ellen Lehmert, JD*
Director, Advanced Sales
Matt Ryan, JD*
Director, Advanced Sales
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.
CLU, ChFC, FLMI,Advanced Sales Specialist
CLU, ChFC,Advanced Sales Specialist
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.
CLU, ChFC, CASL, QKA, FLMI,ACS, AIAA, AIRC Sr. Qualified Plan Marketing Associate
Qualified Plan Specialist
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.
I’ve worked with a lot of business owners over the years. In private practice as an attorney, as a consultant to financial practices, as a marketing attorney for financial institutions – the issues and opportunities that occupy a business owner’s time have been front and center in my... Read Article