AIM Investments(R) Launches New Retirement Planning Tool with AIM PlanForward Module 5.HOUSTON -- AIM Investments announced today the launch of AIM PlanForward Module 5 - Moving Upmarket up·mar·ket adj. Appealing to or designed for high-income consumers; upscale: "He turned up in well-cut clothes . . . and upmarket felt hats" New Yorker. , 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- micro- - prefix , 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 sales manager n → gerente m/f de ventas sales manager n → directeur commercial sales manager sale n → , 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 fiduciary (fĭd  `shēĕ'rē), in law, a person who is obliged to discharge faithfully a responsibility of trust toward another. 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 Exchange-traded funds (or ETFs) are Open Ended investment companies that can be traded at any time throughout the course of the day. Typically, ETFs try to replicate a stock market index such as the S&P 500 (e.g. , retirement products, separately managed accounts for high-net-worth and institutional investors Institutional Investor A non-bank person or organization that trades securities in large enough share quantities or dollar amounts that they qualify for preferential treatment and lower commissions. , 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 Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. 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 Investment Advisor 1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and 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 New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of and Toronto stock exchanges Toronto Stock Exchange (TSE) Canada's largest stock exchange, trading approximately 1,200 company stocks and 33 options. 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 |
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