AIM Launches Adviser Education Module on Social Security

AIM Investments has rolled out an educational module for financial advisers to help them navigate clients through various scenarios involving Social Security’s role in retirement planning.

According to a press release, as part of the educational materials, AIM will provide financial advisers with:

  • A Social Security Fix-it Book (Published by the Center for Retirement Research at Boston College),
  • Social Security’s Financial Outlook: The 2007 Report in Perspective (Published by the Center for Retirement Research at Boston College),
  • A Social Security Overview presentation, and
  • A Social Security Adviser Guide.

AIM pointed out that, as questions mount regarding how many dollars will be available in the future through the Social Security program, responsibility is shifting more than ever to individual investors to adequately prepare for their retirement years. The AIM materials present the facts about the plight of Social Security and potential resolutions, as well as strategies for financial advisers to use in building retirement plans for their clients.

“Retirement planning is one of the most important investment topics of our day. It’s critical for investors to realize that Social Security alone is not likely to provide all the financial support they will need,’ said John Cooper, Head of U.S. Sales for AIM Investments, in the release.

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