Page 2 - AAG141_Financial Institution Flyer

How will AAG engage with your staff and members? Why AAG?
Your members will have a dedicated AAG Professional 3 With over 25% market share, AAG is the industry
6
assigned as a single point of contact for your leader in providing Home Equity Conversion Mortgage
program.
loans.
Executing a 12-month plan, your AAG team
will deliver our engaging financial educational 3 AAG boasts a 97% customer satisfaction rating. 7
presentation in one or more of the following formats:
3 Experienced mortgage professionals come to your
3 TRAINING: We will train your staff to recognize
opportunities, explain the process from start to location and provide personal attention to you and
finish, and illustrate how we can work together your employees.
compliantly.
3 Our Trusted Advisor Program forms an
3 MEETINGS: In-person or virtual presentations for agreement between your institution
your members at their convenience. and AAG which can compliantly earn
your organization additional revenue.
3 SEMINAR: In coordination with your team, AAG
will send out an invite to your members inviting 3 An innovator of strategies and tools
them to a special financial education presentation. designed to enrich retirement years
for seniors by providing liquidity and
3 LUNCH & LEARN: An AAG representative can
schedule an event on your campus or at a local access to home equity, often their most
restaurant to present to your staff and/or members valuable retirement asset.
over a meal together.
3 AAG is committed to enhancing
3 WEBINARS: Members may access our library of our communities through the AAG
educational webinars. Foundation.

How do we get started? Our partnership with your company is designed specifically to
Contact me today! enhance your member resources, at no cost to you.

1. The Baby Boom Cohort in the United States: 2012 to 2060. Retrieved May 24, 2017, from https://www.census.gov/prod/2014pubs/p25-1141.pdf
2. Trouble Ahead! Baby Boomers’ Retirement Outlook on the Decline. Retrieved May 24, 2017, from http://irionline.org/newsroom/newsroom-detail-view/trouble-
ahead!-baby-boomers-retirement-outlook-on-the-decline
3. Senior Housing Wealth Reaches $6.97 Trillion in Q3 2018. Retrieved on February 28, 2019, from https://www.nrmlaonline.org/about/press-releases/senior-housing-
wealth-reaches-6-97-trillion-in-q3-2018
4. Who Are Your Members? Retrieved April 4, 2019, from https://news.cuna.org/articles/39389-who-are-your-members
5. Based on American Advisors Group inquiry data from January 2016 to October 2018.
6. HECM Originators (FHA & Non-FHA) Industry Summary HECMs endorsed through September 2018. Retrieved October 23, 2018, from http://www.rminsight.net/
wp-content/uploads/2018/10/Lenders_201809.pdf
7. Based on American Advisors Group customer surveys between June 2013 to October 2018.

For industry professionals only – not intended for distribution to 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.