Permanent Accumulation
EDUCATION & CONCEPT Resources
- 3 Bucket Strategy
- Insurance-Based Retirement Planning
- 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
- Sequence of Return Risk
- Butterfly Chart
- Income Replacement Grid
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
Conversation starters
For Financial Professional Use Only. Not Intended for Consumers.
AIMCOR, an Integrity Company, its subsidiaries, and affiliates, referenced hereafter as the collective “AIMCOR”, do not provide tax, accounting, or legal advice. 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. This information is not intended as investment advice.
AIMCOR, an Integrity Company | All Rights Reserved