Wealth and Health Planning
CARRIER - EDUCATION & CONCEPT Resources
- Diversification Strategies
- Understanding Social Security Benefits
- Understanding Protected Income
- Why Wealth Transfer Needs More Than Just A Will
- Beyond Tax Reform: Wealth Transfer Planning Opportunities
- Building A Bridge To Multi-Generational Wealth
- Private Split-Dollar Strategies For Wealth Transfer
- Annuity Maximization Strategy
- A Lasting Legacy - Wealth Transfer Using Non-Qualified Annuities
- Field Guide To Social Security
- Social Security Planning Workbook
- Income Tax Implications Of Life Insurance Living Benefits
- Framing Your Recommendations
- Financial Worksheets
For Financial Professional Use Only. Not Intended for Consumers.
Most insurance policies contain exclusions, limitations, reductions of benefits, and terms for keeping them in force. Ask your financial professional to provide you with costs and complete details. Guarantees are based on the claims-paying ability of the issuing insurance company. AIMCOR Group, LLC is not an insurer and does not issue contracts for coverage. This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice.
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