A comprehensive reference tool that provides clear explanations of complex subjects.
This product is a practical, focused tool tailored for the advanced markets featuring:
A clean layout and intuitive organization
Quick and easy access to information on business insurance, retirement planning, charitable giving, estate planning, and taxation
Subsections that define concepts, explain how they work, examine tax consequences, delineate key advantages and disadvantages, discuss planning and funding considerations, and often illustrate points with short examples
Useful supplements to the main body of text, including explanatory graphics, state law information, current tax numbers, summaries of relevant changes in legislation, and a glossary
Regular updates
Recent Developments—a feature that discusses relevant news and legislation that occur in between updates
A robust search capability
Compatibility with mobile devices
Producers and home office professionals can count on AMO when it comes time to learn new information, check the details, or look up current numbers.
A well-organized compilation of common documents, supplemented with useful checklists.
Maintaining an in-house library of specimen advanced sales documents takes time and effort. This practical tool makes life easier by bringing together:
Over 140 of the most frequently used documents (watermarked PDFs) in business planning, charitable giving, retirement planning, estate planning, and life insurance
Implementation checklists for particular planning strategies
Life event checklists (for major life changes from divorce to starting a business to caring for an aging parent) that provide added value
An estate planning fact finder
Documents are industry-reviewed by numerous legal and compliance departments. Use them as reference in the home office or supply them to clients’ attorneys, who will tailor them to meet specific needs. Make them available to producers directly or maintain control with a home office license.
A quarterly look at news and events that highlight advanced markets topics.
Interesting and informative, this quarterly publication:
Uses news and current events to highlight advanced market topics
Provides notes on working with clients
Directs readers to the specific locations in AMO to find more information
Everything you need to work with small business owners — from training to reference to point-of-sale—consolidated in one easy-to-access location.
This resource center contains all the necessary components for working with business owners on succession planning, including:
Reference material
Training courses
Sample documents
Sales presentations (including a multimedia presentation)
Case studies
Checklists
A helpful fact finder
A consolidated set of useful materials—from training to reference to point-of-sale—for working with clients on their retirement plans.
This resource center contains all the necessary components for working with clients on retirement planning, including:
Reference material
A training course
Sample documents
Sales presentations (including a set of one-page handouts and a series of videos)
Case studies
A client-facing checklist
Calculators
