Page 2 - B2BAAG01_Affinity Flyer
P. 2
How will AAG engage with our employees and retirees? Why AAG?
9
Your employees and retirees will have a dedicated AAG Professional 3 With over 25% market share , AAG
assigned as a single point of contact for your program. is the industry leader in providing
Home Equity Conversion
Executing a 12-month plan, your AAG team will deliver our engaging Mortgage loans.
financial educational presentation in one or more of the following formats
on site at your company:
3 AAG boasts a 97% customer
satisfaction rating .
10
3 STAFF MEETINGS: An in-person or virtual presentation during a regularly 3 Loan Specialists with experience
scheduled staff meeting.
coming to your locations to
provide personal attention to you
3 SEMINAR: In coordination with your HR/Benefits department, AAG will send
out an invite to all your employees and retirees inviting them to a special and your employees.
financial education presentation.
3 Innovator of strategies and tools
designed to enrich retirement
3 LUNCH & LEARN: An AAG representative can be available during lunch time
to present to your employees. years for seniors, by providing
liquidity and access to home
3 BENEFITS FAIR: An AAG representative will participate in your equity, often their most valuable
yearly Open Orientation Health Fair so we can educate your retirement asset.
employees about strategic uses of home equity.
3 Commitment to enhancing our
communities through the AAG
3 WEBINARS: Employees and retirees may access our library of educational
webinars. Foundation.
Our partnership with your company is designed specifically to enhance How do we get started?
your employee benefits value proposition, at NO COST to you. Contact me today!
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. Seniors Home Equity Has Reached $6.8 Trillion. Retrieved on October 23, 2018, from https://www.mpamag.com/market-update/seniors-home-equity-has-reached-
6-8-trillion-103897.aspx
4. More Than One in Six American Workers Also Act as Caregivers. Retrieved on May 24, 2017, from http://www.gallup.com/poll/148640/one-six-american-workers-
act-caregivers.aspx
5. Caregiving Costs U.S. Economy $25.2 Billion in Lost Productivity. Retrieved on May 24, 2017, from http://www.gallup.com/poll/148670/caregiving-costs-economy-
billion-lost-productivity.aspx
6. The 2017 Retirement Confidence Survey: Many Workers Lack Retirement Confidence and Feel Stressed About Retirement Preparations. Retrieved May 24, 2017,
from, https://www.ebri.org/pdf/briefspdf/EBRI_IB_431_RCS.21Mar17.pdf
7. Caregiver Statistics: Work and Caregiving. Retrieved, May 24, 2017, from https://www.caregiver.org/caregiver-statistics-work-and-caregiving
8. Based on American Advisors Group inquiry data from January 1, 2016 and December 31, 2016.
9. 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
10. Based on American Advisors Group customer surveys between June 1, 2013 and April 30, 2018.
For Human Resources 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.