Tools for Financial Advisors

Whether you are looking to add new wealth management clients, or simply improve your client’s existing financial plans, American Advisors Group is here to help. Below are a number of free, comprehensive financial tools you can use to strategize, plan, measure risk, and engage new prospects. Click on any of the tools below to start.

Rethink Reverse Brochure


American Advisors Group (AAG) shares in your mission of putting the financial security of your customers first and can appreciate the hard work and attention to detail associated with balancing portfolio construction and risk management for long-term success. Life is not lived in the long-term. Considering the use of home equity in retirement planning is essential in balancing short-term concerns with long-term goals.

“The Boomer Effect” Consumer Presentation


Baby Boomers have had a significant impact on the economy at every stage of their lives. As they age into retirement, their financial plans, and even the plans of their children, are impacted as well. If you have viewed or attended the Boomer Effect training webinar for financial advisors, this is the presentation you can use to educate your clients, and potential clients, on the need for an advanced senior care strategy. Simply click the “Watch” button to view with your client now.

Reverse Mortgage Calculator


As a financial professional, you may believe a reverse mortgage could help your client, but not know if they qualify for one. Or perhaps you simply want to simulate the loan amount your client may have access to in order to determine the overall financial impact. Use this calculator to find out how much your client may be eligible for.

Risk Worksheet


Many of your clients have accounted for critical components in their financial plans, such as establishing a college fund for their children or planning for adequate retirement savings. One largely overlooked expense is providing care for their parents as they age. Download this Risk Worksheet to help your clients assess the potential risk associated with care needs for the elders in their lives, and to determine the best strategy to mitigate that risk.

About Reverse Mortgages


Reverse mortgages are loans specifically designed to help seniors tap into their home equity without the burden of paying a monthly mortgage payment, or having to move out of the comfort of their home. Also known as Home Equity Conversion Mortgages (HECMs), they have helped hundreds of thousands of seniors improve their retirement, and over the years they have become one of the safest mortgage products available.

White Paper: Standby Reverse Mortgages- A Risk Management Tool for Retirement Distributions


This study considers using an HECM Saver reverse mortgage as a risk management tool in conjunction with a two-bucket investment strategy, coined the standby reverse mortgage strategy (or SRM), in order to increase the probability a client will be able to meet predetermined retirement goals.

AAG Advantage Flyer


Access MORE with the AAG Advantage Jumbo Reverse Mortgage. American Advisors Group's (AAG's) proprietary jumbo loan may allow your clients to convert home equity into more loan proceeds than a traditional reverse mortgage - that's the AAG Advantage!

White Paper: The Boomer Effect


Over the next eight years, more than $18 trillion of wealth is projected to transfer from baby boomers to their adult children. While this equates to potential new business opportunities, a second study estimates that a whopping 95 percent of next-generation investors plan to fire their parent’s advisor when the transfer happens. To retain and grow business, the easiest way for advisors to secure heirs as clients is to begin serving them before the wealth transfer event happens.

Financial Planner Senior Care Tracking Tool


If you have watched the Boomer Effect training for financial advisors, this customizable Excel spreadsheet provides a simple way to employ the strategy, locate qualified wealth management prospects, and convert them into new clients for you and your firm.

Elevator Speech


If you have attended the Boomer Effect training for financial advisors, this sample speech provides an approach of how to leverage the senior care strategy message to gain new wealth management prospects at networking events. It also includes follow-up techniques for next step communications.

White Paper: Retirement Trends and the Reverse Mortgage Market


This paper assesses the current and future challenges facing retirees and demonstrates how a reverse mortgage can be used to provide a supplemental source of retirement income. It also explains the potential impacts on current monetary policy and recent changes to the Home Equity Conversion Mortgage (HECM) program may have on the reverse mortgage market.