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For Financial Professional Use Only
EDUCATION & CONCEPT Resources
- 3 Bucket Strategy
- Insurance-Based Retirement Planning
- The 10-10-10 Concept
- Tax Diversification
- A Financial Asset
- What’s on the Return of a Lifetime – Case Study
- Life Insurance as an Asset – Case Study
- JH Retirement Calculator
- Tool for Retirement Protection
- Retirement Wellness Planner
- Versatility in Retirement Combats the Unpredictable
- Sequence of Return Risk
Client PROSPECTING Materials
- Sample Prospecting Letter 1 – Retiring in Next 5-10 Years
- Sample Prospecting Letter 2 – Nearing or In Retirement
- Sample Prospecting Letter 3
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To learn more about AIMCOR Group, LLC or your AIMCOR affiliate member agency or visit aimcorgroup.com
Information contained here is presented in good faith, it is General in nature may require additional consideration of other matters. Always refer to the insurance company full illustrations for complete details. AIMCOR Group, LLC is not an insurer and does not issue contracts for coverage. All rights reserved. AIMCOR Group, LLC is a national marketing organization. Our affiliate agencies are member Brokerage General Agencies and AIMCOR Group, LLC is not liable for any agreements or contracts between our affiliate member organizations and the financial professionals they serve.