Increase longevity and liquidity for the clients and families you serve.
Tools for Financial Professionals
Whether you are looking to add new wealth management clients, or simply improve your client’s existing financial plans, American Advisors Group is here to help. Below are a number of free, comprehensive financial tools you can use to strategize, plan, measure risk, and engage new prospects. Click on any of the tools below to start.
Rethink Reverse Brochure
American Advisors Group (AAG) shares in your mission of putting the financial security of your customers first and can appreciate the hard work and attention to detail associated with balancing portfolio construction and risk management for long-term success. Life is not lived in the long-term. Considering the use of home equity in retirement planning is essential in balancing short-term concerns with long-term goals.Read
AAG Advantage Flyer
Access MORE with the AAG Advantage Reverse Mortgage. American Advisors Group’s (AAG’s) proprietary advantage loan may allow your clients to convert home equity into more loan proceeds than a traditional reverse mortgage – that’s the AAG jumbo reverse mortgage!Download
White Paper: The Boomer Effect
Over the next eight years, more than $18 trillion of wealth is projected to transfer from baby boomers to their adult children. While this equates to potential new business opportunities, a second study estimates that a whopping 95 percent of next-generation investors plan to fire their parent’s advisor when the transfer happens. To retain and grow business, the easiest way for advisors to secure heirs as clients is to begin serving them before the wealth transfer event happens.Read
Complimentary Webinars for Financial Professionals
Join us at American Advisors Group for our latest complimentary webinars exclusively for financial professionals. Register today for these effective business building strategies and find out why the top financial advisors in the nation trust American Advisors Group. Click on the links below to register.