01
Carry ownership forward
Help put a succession agreement into practice with life insurance funding for an ownership transition following an owner’s death. We coordinate the coverage with counsel and the business’s plans.
Who we help · Businesses, charities & trusts
Help your business and your legacy move forward.
Connect business continuity, charitable giving and trust funding with the future you want to create.
Your goals, your plan
Start with what you want to accomplish.
Your business, charitable interests and trusts each have a part in the legacy you are building. A coordinated financial plan brings those ambitions together and identifies the resources to carry them forward.
AIM works with your advisors to connect coverage and funding with ownership transitions, future gifts and trust objectives. We help translate the plan into practical steps, with premiums and ownership suited to the purpose.
Planning opportunities
Ways to move your goals forward.
02
Support the team behind your success
Key person coverage can provide resources to help a business continue after the death of a key contributor. We connect the coverage with the people and operations that drive your business.
03
Recognize leadership
Explore insurance funding for executive bonus, split-dollar and deferred compensation arrangements designed with your advisors. We help coordinate the details and implementation.
Keeping the plan in view
Give long-term ambitions a lasting foundation.
Life insurance can help turn charitable intentions into a future gift or provide liquidity for a trust’s legacy goals. We connect those possibilities with a funding approach suited to the organization or family.
Working with the relevant advisors, we coordinate coverage, ownership and beneficiaries, then support ongoing reviews as the plan develops.
Our planning approachA few practical questions
Before we get started.
Where does the review begin?
With the agreement, trust or charitable objective, the relevant financial information and any existing policies. Together with your advisors, we clarify what the coverage is intended to fund.
How is ownership decided?
The purpose and legal structure guide the decision. We explain policy requirements while counsel and tax advisors evaluate the ownership and beneficiary arrangements.
What happens after placement?
We review policy results and funding, then consider whether changes to the business, trust or intended gift affect the original insurance purpose.
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.