AIM Investments(R) Launches New Retirement Planning Tool with AIM PlanForward Module 5.
HOUSTON -- AIM Investments announced today the launch of AIM PlanForward Module 5 - Moving Upmarket, a marketing program designed to help financial advisors acquire new clients, leverage relationships and increase revenue.
Moving Upmarket will help advisors:
* Understand practice characteristics and best practices for the micro-, small-, midsize- and large-plan market segments
* Set goals and plan strategies for each market
* Create a Business Planning Worksheet to help document progress toward practice goals
* Customize a Statement of Services for each client
"This fifth tool in our PlanForward series further enhances the resources we can make available to financial advisors doing retirement plan business," said Terry Kelly, National Sales Manager, Retirement Division, A I M Distributors, Inc. "This program is designed to help educate financial advisors on each retirement market segment and determine which market makes the most sense for them to target."
The PlanForward series was developed to help financial advisors communicate and demonstrate their value to plan sponsors. The first four modules touch on other critical topics within the retirement marketplace: fiduciary liability, participant education, conducting a plan review, educating newer financial advisors on the retirement market and designing effective employee education programs. This new addition to the series demonstrates AIM's continued commitment to helping financial advisors grow their businesses and expand the services they provide to retirement plan sponsors.
About AIM Investments
AIM Investments is dedicated to building solutions for its clients with exceptional products and services through multiple investment management styles and a broad range of investment portfolios - mutual funds, exchange-traded funds, retirement products, separately managed accounts for high-net-worth and institutional investors, annuities, cash management, college savings plans and offshore products. For more information, visit www.aiminvestments.com. AIM Investments had approximately $138 billion in assets under management as of August 31, 2006. AIM Investments is a service mark of A I M Management Group Inc. A I M Advisors, Inc., A I M Capital Management, Inc., and AIM Private Asset Management, Inc. are the investment advisors for the products and services represented by AIM Investments. A I M Distributors, Inc. is the distributor for the retail mutual funds and Fund Management Company is the distributor for the institutional money market funds represented by AIM Investments.
