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! Here you will find all of the marketing and training materials you need to work more effectively in the advanced markets space. We will highlight our newest concepts on this page for you to share with your business owner prospects and clients. Be sure to visit us often as this is an ever-changing platform and new tools and materials will be featured here as they’re developed!
Advanced Marketing Attorneys
Matt Ryan, JD*
Assistant Vice President
Pamela Cathlina, JD*, CLU
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
Bryan Pritchard, MBA
David Hayward, CLU, ChFC, FLMI
Louise Peach, MBA
James Baumann, CLU
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.
From The Main Street Blog
Business Owners: Reward Your Key People|The Executive Bonus Plan
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
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Business Owners: What Your Buy Sell Doesn't Do Can Hurt Everyone
Individuals and Families: Special Needs Planning
Business Owners: Reward Your Key People - The Executive Bonus Plan
Qualified Plans Make Sense for Even Very Small Businesses
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