Services
Through aggressive and innovated product development, strategic marketing and distribution, AIM remains one of the most formidable players in the increasingly competitive insurance and investment markets. But behind all our strategies and actions are people - skilled, dedicated men and women who are committed to being the best and understand what it means to be a part of the AIM team. With the right skills, talent and knowledge, you could play a big role in building America's financial strength for the future.
Mortgage, Life and Disability: Your house is the most important and most expensive asset you will ever own. Your entire life revolves around it. What precautions have you taken to safe-guard your home? A deadbolt on all the doors? A security system? Motion detection lights? A mortgage protection life insurance policy? Have you ever wondered what would happen to your home if you were to become disabled or, worse yet, if you were to suddenly die? Could your family make the mortgage payments without your income? Would they have to sell the house and move? Would their dreams die with you?
Retirement Planning: Do you have a plan? We can help. Saving for retirement can be discouraging and pitfalls are many. In the evolving worlds of financial and retirement planning, information is time sensitive and therefore can become outdated very quickly. Our licensed staff of trained professionals undergo many hours of training by attending mandatory continuing education classes to ensure that our clients are receiving the most accurate and up to date information available. An AIM associate can put a plan together for you that will make the retirement road a less bumpy one.
Estate Planning: This involves the coordinated efforts of three professional disciplines: legal, tax, and financial, in order to maximize the goal of asset protection and wealth transfer. An estate plan may not be complete unless the services of a licensed attorney, a certified tax authority and a qualified financial professional are employed. At AIM , we have developed strategic alliances with expert tax strategists and estate planning attorneys to complement the efforts of our financial services company.