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! 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!
Ellen Lehmert, JD*
AVP, Advanced Sales
Matt Ryan, JD*
Director, Advanced Sales
Tracey Ullom, JD*
Desiree Day, JD*
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
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.
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 Opens in new tab