Advanced Markets Online

What is it?

Advanced Markets Online is a comprehensive reference tool that provides clear explanations of complex subjects. This tool is for everyone working in or working toward a career in the advanced markets. AMO is a practical, focused tool designed to provide quick and easy access to information needed by producers working in the business insurance, retirement, charitable giving, and estate planning markets. AMO defines concepts, tells producers how they work, and examines tax consequences, key advantages/disadvantages, planning/funding considerations, and more.

What does it look like?

AMO is a searchable, user-friendly online information source with a clean interface and logical layout. Text is enhanced with short examples, tables and graphics, and a glossary covers important terms. The pictures on the left showcase the product in action.

how much does it cost?

We'll work with you to provide you the best pricing based on your company's unique needs.

How can you get it?

Contact us and we can provide a test drive. Once you've seen how it can help your advanced markets initiatives, we'll take the next steps.


Our contact information can be found here.

Phone: 317-545-2711