AIM Investments(R) Launches New Retirement Planning Tool with AIM PlanForward Module 5
04 October 2006 - 12:31AM
Business Wire
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. About AMVESCAP A I M
Management Group Inc. is a subsidiary of AMVESCAP PLC, a leading
independent global investment manager, dedicated to helping people
worldwide build their financial security. Operating under the AIM,
INVESCO and Atlantic Trust brands, AMVESCAP strives to deliver
outstanding products and services through a comprehensive array of
retail and institutional products for clients around the world. The
Company, which had approximately $429 billion in assets under
management as of August 31, 2006, is listed on the London, New York
and Toronto stock exchanges with the symbol �AVZ.� Additional
information is available at www.amvescap.com. Note to editors -- We
are required to include the following information with our news
release: Consider the investment objectives, risks, and charges and
expenses carefully before investing. For this and other important
information about any AIM fund, please obtain a prospectus from
your financial advisor and read it carefully before investing. A I
M Distributors, Inc., Distributor 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.
About AMVESCAP A I M Management Group Inc. is a subsidiary of
AMVESCAP PLC, a leading independent global investment manager,
dedicated to helping people worldwide build their financial
security. Operating under the AIM, INVESCO and Atlantic Trust
brands, AMVESCAP strives to deliver outstanding products and
services through a comprehensive array of retail and institutional
products for clients around the world. The Company, which had
approximately $429 billion in assets under management as of August
31, 2006, is listed on the London, New York and Toronto stock
exchanges with the symbol "AVZ." Additional information is
available at www.amvescap.com. Note to editors -- We are required
to include the following information with our news release:
Consider the investment objectives, risks, and charges and expenses
carefully before investing. For this and other important
information about any AIM fund, please obtain a prospectus from
your financial advisor and read it carefully before investing. A I
M Distributors, Inc., Distributor
Amvescap (NYSE:AVZ)
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