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Delivering the AAG Affinity Program

Delivery begins with planning the onsite visits.

We will work with you to set up onsite meetings with your employees and retirees.
The following are 5 forms of educational presentations we will deliver to your employees:

Staff Meetings Seminar Lunch & Learn Benefits Fair Webinars
An in person In coordination An AAG An AAG Employees and
or virtual with your representative representative retirees may
presentation HR/Benefits can be available will participate access our library
during a regularly department, AAG during lunch time in your yearly of educational
scheduled staff will send out to present to your Open Orientation webinars.
meeting. an invite to all employees. Health Fair so we
your employees can educate your
and retirees employees about
inviting them to a strategic uses of
special financial home equity.
education
presentation.

Before the onsite we will…
3 Provide posters, fliers and other communication tools
3 Distribute customized emails and a hyperlink to the AAG Affinity
How do we get started? program website
3 Schedule a site visit for your AAG representative

CALL OR EMAIL
During the onsite we will…
Please contact Segun Odumosu, 3 Provide access to an AAG representative to establish a relationship
AAG Director of Strategic with your employees
Affinity Partnerships, at 3 Educate your employees about overcoming the baby boomer and
caregiver crisis
917-881-1969 or 3 Address any questions or concerns they may have
oodumosu@aag.com
to get your company enrolled in After the onsite we will…
the AAG Affinity Program. 3 Follow up with each employee who sought AAG’s assistance
3 Provide you with direct feedback on the success of each onsite event
3 Plan for future events as appropriate (12-Month Plan)

For Human Resources Professionals Only - Not Intended for Distribution to other Company Employees or the General Public.
American Advisors Group, NMLS #9392, headquartered at 3800 W. Chapman Ave., 3rd & 7th Floors, Orange, CA 92868. License information on
www.nmlsconsumeraccess.org or www.americanadvisorsgroup.com/disclosure.