01
Bring clarity to the analysis
Get organized policy information, current illustrations and funding details to support your team’s analysis.
Who we help · Accounting Professionals
Connect financial goals with your tax expertise.
Planning recommendations and clear policy analysis to support coordinated work with your accounting team.
Your goals, your plan
Start with what you want to accomplish.
Your tax expertise helps clients turn financial goals into well-coordinated decisions. AIM develops comprehensive financial plans and brings recommendations to your team for analysis of timing, structure and tax implications.
We share the relevant planning information and coordinate next steps with your team. You provide the tax advice; we keep the recommendations connected to the client’s broader financial priorities and handle any agreed insurance work.
Planning opportunities
Ways to move your goals forward.
02
Support business milestones
Coordinate insurance funding for succession, key people and executive benefits with the client’s business and tax planning.
03
Connect funding and timing
Bring proposed premiums and policy decisions into the wider planning conversation, so your team can evaluate the tax implications and next steps.
Keeping the plan in view
Bring insurance into the planning conversation early.
A transaction, succession plan or estate review can change the need for coverage and the resources available to fund it. Early coordination helps clarify the policy decisions that depend on your analysis.
We provide carrier terms and underwriting information to support your analysis, while your team leads tax advice. Clear responsibilities help move the client’s plan forward.
Our planning approachA few practical questions
Before we get started.
How can we begin working together?
Start with a client’s goals or a specific planning opportunity. We agree on the scope, coordinate with your team and develop recommendations that support the client’s broader plan.
How do you support our clients over time?
We revisit the plan at family, career and business milestones, identifying next steps and coordinating them with your team. Our role includes ongoing planning support and any agreed insurance service.
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Let’s move your financial goals forward.
Tell us what you want to accomplish. We’ll help you build the plan and coordinate the next steps.