Three divisions, one plan.
Advanced Group brings planning, investments and insurance together. When a case needs more than a quote, our planning team designs the policy around the whole picture.
Planning, investments and insurance
Advanced Group
Planning and policy design through the Planning Solutions Group (PSG).
- PSG case design
- COMP policy comparison report
- RPA and drag reports
Advanced Capital & Investments
Investment management and retirement income planning.
- Retirement income planning
- Investment drag analysis
- Cash flow decisions
Advanced Insurance Brokerage
Carrier access, underwriting and application processing.
- Multi-carrier quoting
- Case management and underwriting
- Policy service and reviews
PSG: where policy design happens
PSG designs permanent life insurance to fit a plan rather than a sales illustration. Every recommendation is tested against alternatives and the reports are shared with the client and their advisors.
COMP report
Side-by-side comparison of policy designs: guarantees, charges and long-term value.
See an example →RPA report
Retirement and policy analysis: how a policy fits income and estate goals.
See an example →Click here to view these reports
See how each analysis works in our Client Education Series:
COMP: Four Core Products →RPA: The Long Way Up →Drag: What Your Returns Are Really Worth →Death benefits and living benefits
Tools your consultant uses with you
Social Security income (SSI)
Estimate benefits and compare claiming ages.
Cash flow decisions (CFD)
Report on where income comes from and in what order.
LEAP
Lifetime economic planning, provided through your consultant.
FinTools
Calculators for needs, savings and retirement.
Planning a business or estate case?
Advanced Group can bring all three divisions to the table.