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The Advanced Group provides access of institutional insurance & investment services. These services are provided
 to brokerage and affiliate partners of the Advanced Group. The Advanced Group is a comprehensive insurance & investment services firm. Our clients are commercial or institutional firms.

The Advanced Group operates two industry specific divisions that support these markets. The Advanced Group partners with industry leading insurance and investment firms. The overlay management structure of the Advanced Group, provides industry specific consulting services to; Brokerage & Affiliate partners.
 Advanced Insurance Brokerage represents over 30 top rated life insurance companies. AIB supports: Life, Disability Income, Long Term Care and some health related types of insurance.                           

Advanced Capital & Investments is an investment services firm and provides investment related services access
to registered representatives and affiliates. These services include: FINRA related products, SEC related services,
Variable Insurance Products (VIP), Pension services, Investment Research & Portfolio services.
Advanced Capital & Investments
Advanced Insurance Brokerage
Institutional Support
  • Standard & Poor's

  • Morningstar Research

  • CFRA

  • Institutional Life Insurance 

  • Executive Benefits

  • Exec Compensation 

  • Non Qualified Plans

  • Captive Insurance

  • ESOP

  • Exit Planning

  • Alternative Investments

  • Independent Research

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