01
Fund legacy intentions
Connect estate and trust objectives with life insurance liquidity, coordinating policy ownership and beneficiaries with your legal work.
Who we help · Attorneys & Legal Practices
Help bring your client’s legacy plans to life.
Financial planning and funding recommendations coordinated with estate counsel and the client’s broader advisory team.
Your goals, your plan
Start with what you want to accomplish.
A comprehensive financial plan brings together family goals, resources and future obligations. AIM develops recommendations for the client’s legacy and liquidity priorities, then coordinates with estate counsel where legal arrangements are needed.
We communicate the planning objectives and funding considerations for your evaluation. Your firm provides legal advice and prepares the documents; AIM helps coordinate the broader plan and implements any agreed insurance recommendations.
Planning opportunities
Ways to move your goals forward.
02
Support ownership transitions
Translate the insurance provisions of business agreements into coverage and funding recommendations for implementation.
03
Carry the plan forward
Keep coverage connected with new trusts, ownership changes and family milestones, coordinating approved updates with the carrier.
Keeping the plan in view
Follow the planning decisions through implementation.
Underwriting, delivery and funding all need to reflect the agreed arrangement. We keep the relevant decision-makers involved as policy details are confirmed.
For firm owners and partners, we can also review personal protection and coverage supporting the firm’s agreements, with separate purposes and funding clearly identified.
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.