One firm, both sides of the industry

Most firms specialize in either investments or insurance, and plan from that side only. Advanced Group works on both. Our affiliated practices cover the two core services that today's financial products grew from, plus every major by-product built on top of them.

Advanced Capital & Investments

Core servicesIndividual stocks & bondsInvestment research

By-products of coreMutual fundsETFs / ETNsIndex fundsSMAsStructured notesAlternative products

Advanced Group

Client & employer servicesEmployee product consultingAccount owner structuring & titlingPSG modeling: Protection, Savings & GrowthEmployee & executive compensationRetirement income planning & asset transfer

Analysis toolsCOMP: Core Overlay Management ProgramRPA: Return Percentages AnalysisFee & tax drag reports

Advanced Insurance Brokerage

Core serviceWhole Life insurance

By-products of coreUniversal LifeIndexed ULFixed annuitiesFixed indexed annuitiesVariable annuitiesAsset-based long-term care

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Blue: core services, the origin of later by-productsRed: products developed and sold to retail clients

Four industry fields, one conversation

Insurance

Whole Life and its by-products, product design, carrier comparison and policy structuring.

Investments

Individual securities, research, and the pooled products built from them.

Planning

Retirement income, asset transfer, compensation and account structure.

Retail & institutional consulting

Individual clients and employer and institutional plans.

Because we work in both industries, we can compare a mutual fund with a fixed annuity, or a variable annuity with Whole Life, on the same terms: net dollars, after fees and taxes.

Institutional markets

Firms whose clients ask about life insurance

We work with commercial and institutional organizations whose individual and business clients want to obtain or compare life insurance based policies, through brokerage and affiliate partnerships.

Property/casualty agencies

Multiple carriers and more sophisticated solutions beyond basic term and whole life.

Regional banks

Advanced insurance solutions alongside existing life insurance and investment products.

Credit unions

Multi-carrier access and specialized solutions for members.

Broker-dealer firms

Advanced planning resources from partner insurance carriers.

Consulting services

Institutional life insurance
Executive benefits
Executive compensation
Non-qualified plans
Captive insurance
ESOP
Exit planning
Alternative investments
Independent research

Institutional research support

Standard & Poor's
Morningstar Research
CFRA

Talk with us about a partnership