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AdvancedMarketsHelping Professionals Attract and Retain Affluent & Business-Owner Clients
American General Life Insurance Company is a member of American International Group, Inc. (AIG).
AdvancedMarkets
Meet The AdvancedMarkets TeamFor your next advanced markets case, help is here. Contact us to get the answers you need to bring in your next big case.
Toll-free: (855) 323-6923 Email: [email protected]
Deidra W. Hubenak, JD, CPA Dan Spence, CLU, ChFC
Vice President, Advanced Markets [email protected] Client Solutions, Case Consulting, Web or In-Person Presentations
Director, Advanced Markets [email protected] Consulting, Web or In-Person Presentations, Product & Illustration Expertise, Premium Financing
Rick Katz Gregg Janes, CLU, ChFC
Director, Business Markets Development [email protected] Business Prospecting, Sales Processes, Business Planning,On-site Training
Vice President, Sales Concept Solutions [email protected] Programs, Technology Solutions
� Business Continuity � Key Person Planning & Employee Benefits � Non-qualified Executive Benefits
� Deferred Compensation Plans/SERPs � Split-Dollar Programs � Simplified Issue/Guaranteed Issue Programs
� Estate Planning � Estate Tax Planning � Estate Equalization � Wills and Trusts � Irrevocable Life Insurance Trusts
� Annual/Lifetime Gifting � Family Limited Partnerships and LLCs � Other Wealth Transfers � Generation Skipping Planning � Income Tax Strategies
� Retirement Planning � Retirement Distribution Planning � Charitable Giving and Trusts � Private Financing � Premium Financing
Subject Matter ExpertiseThe Advanced Markets Team is prepared to provide you with innovative solutions in the following subjects:
For Business Owners and their Businesses
For Individuals and Families
AdvancedMarkets
Copyright © 2014 All rights reserved. Terms of Use
AdvancedMarkets
AdvancedMarketsTools and Techniques designed To inspire professional growTh
TAke A Tour u
concept presentations Consumer-friendly materials designed to educate and motivate clients on a wide range of subjects, from estate planning to business planning to charitable giving and more.
reference libraryA one-stop, searchable, resource center designed to help you dive deeper into the specialized concepts that you will face in the Advanced Markets.
Market TrainingStep-by-step lessons in Advanced Markets, covering estate, business, and retirement planning, charitable giving, and taxation. Includes unit quizzes and final exams. CE credits are offered for most topics.
specimen documentsSample buy-sell agreements, split-dollar agreements, trust documents, powers-of-attorney and much, much more.
Welcome to the Advanced Markets Portal from American General Life Companies. Our goal is to provide you with the education and materials necessary to succeed in this exciting marketplace. Continuously updated and relevant, you can come back here again and again for the latest in support.
Additional Information
Home • ConCepT presenTATIons • referenCe LIbrAry • mArkeT TrAInIng • speCImen DoCumenTs
�� Advanced Markets at AG �� Tax Tables: 2013-2014 �� OnTopic 2014-02 – Taxation of AG Asset
Protector �� OnTopic 2014-01 – Ownership and
Beneficiary Designation �� Product Bulletin: Updates to Premium Caps
and Guidelines �� OnTopic 2013-04 – Oh, The Times, They Are
a-Changin’ �� Advanced Markets Bulletin: Premium Finance
Guidelines �� OnTopic 2013-03 – DOL Extends Fee
Disclosure Deadline Six Months �� OnTopic 2013-02 – Navigating Advanced
Markets after United States v. Windsor �� OnTopic 2013-01 – ATRA Planning
Opportunities
Concept Presentations
From multi-page presentations to one-pagers to calculators, find consumer-approved materials designed to educate and motivate.
Research Library
Exhaustive and searchable library of detailed information regarding tax law, complex concepts and other information useful for case design.
Market Training
Whether you are looking to learn about advanced markets, brush up on your subject matter expertise or acquire CE credit, the Portal provides a variety of self-paced training options.
Specimen Documents
A substantial repository of sample legal documents and agreements – such as buy-sells, split dollar, trusts, powers of attorney – to be used with a client’s advisors (e.g., CPAs, attorneys).
Additional Information
Look in this section for regular installments of OnTopic, our bulletin on current planning subjects. We will also provide key product and underwriting information that impacts Advanced Markets.
Explore the AdvancedMarkets Web PortalWhere you will find thousands of pages of consumer- and producer-facing information.
No login required, simply go to
www.aig.com/AdvancedMarkets
u v w x y
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION. Advanced Markets is a marketing unit of American General Life Insurance Company (AGL), a member of American International Group, Inc. (AIG). The Company, its financial professionals and other representatives are not authorized to give legal, tax or accounting advice. Applicable laws and regulations are subject to change and individuals should consult an attorney, tax advisor or accountant. Any tax statements in this material are not intended to suggest the avoidance of U.S. federal, state or local tax penalties. No representation or warranty, express or implied, is made by AGL or its affiliates as to the completeness of the information provided.
© AIG 2017. All rights reserved.
AGLC107473 REV0717
Our Commitment: Our Advanced Markets Team is here to provide you with the specialized assistance necessary to succeed in the world of affluent and business-owner clients.
Do You Have a Case?When selling life insurance and annuities in the advanced markets, you may find yourself in need of our help. Reach out to our team when a specific insurance/annuity case requires the following services:
Do You Need Training?Would you like an advanced markets overview or a deep dive into a specific topic? We have training solutions for you:
� Advanced Concept Review � Case Consultation and Preparation � Create/Assemble Custom Presentations � Wills and Trusts Review
� Charitable Gifting Plan Review � Buy-Sell Plan Review � Key Person Plan Review � Specimen Documents Provided
� Self-paced Web Training � Webinar Training � In-person Training
Professional ServicesOur experts have many years of service in advanced markets, allowing us to provide you a wide array of assistance.
Our AdvancedMarkets Team Offers You:KNOWLEDGE:
Attorneys, CLUs, ChFCs, tax experts, master’s degrees, advanced markets field experience
We want to help you find the solution to your advanced markets questions.
To reach one of our team members directly, call toll-free (855) 323-6923 or email us at [email protected]
FIELD CULTURE:
We understand the challenges you face and we are motivated to help you
EXPERIENCE:
Over 100 years of total industry experience – an average of over 25 years each
