01
Build on the existing plan
Identify where current coverage supports the client’s goals and where another approach may add value. We provide comparisons for your planning conversation.
Who we help · Wealth Advisory Firms
Bring more of your client’s financial plan to life.
Comprehensive planning, practical recommendations and insurance implementation in coordination with your wealth advisory team.
Your goals, your plan
Start with what you want to accomplish.
AIM offers comprehensive financial planning and can work alongside a client’s wealth manager. We identify goals, cash-flow requirements, protection needs and legacy priorities, then develop recommendations in the context of the full plan.
We share those recommendations with your team, with the client’s authorization, so you can evaluate and implement the investment-related work within your engagement. AIM remains involved in planning coordination and any agreed insurance implementation.
Planning opportunities
Ways to move your goals forward.
02
Turn recommendations into action
Bring coverage design, carrier comparisons and underwriting together around the agreed objective, with clear client communication.
03
Expand the conversation
Explore retirement income with annuities and private placement options for eligible clients, in coordination with your investment advice.
Keeping the plan in view
Support that fits your planning process.
We can join client meetings, prepare comparisons for your team or provide ongoing insurance desk support. The engagement can begin with a single planning question.
We discuss scope, licensing, appointments, compensation and service responsibilities before work begins, so the client understands how the professionals involved work together.
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.
Explore more
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.