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Advanced Solutions. Independent Support.
Plan Smart. Live Well. Aim Higher.
Trusted Financial Planning & Insurance Support in California
AIM Group helps individuals and professionals build secure financial futures through comprehensive planning and strategic guidance. As a trusted life insurance agent in California and retirement planning partner, we focus on creating customized solutions that support long term stability, growth, and confidence. From retirement saving strategies to personalized financial planning, our approach connects expertise with clarity so every decision supports your financial future with purpose.
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Our Proud Partners
Build the Retirement You Deserve
Your CalSTRS benefit is an important part of the state retirement system in California, but it is only the starting point. To truly secure your financial future, a complete retirement saving plan and the right financial strategies for retirement are essential.
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Add to your foundation with flexible retirement plan insurance options that strengthen your long term security.
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Invest in your dreams with a life insurance retirement plan such as a 403(b) or 457(b), designed to support your goals and lifestyle.
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Start small and grow confidently. Even modest contributions can become powerful tools for saving for your retirement plan.
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Plan early with guidance from retirement advisors near you so every step supports your financial future with purpose and clarity.
Stay Compliant. Stay Ahead
California’s CalSavers program supports the state retirement system in California by giving workers access to a retirement saving plan while helping businesses meet legal requirements with confidence.
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Easy compliance with retirement plan insurance and state retirement rules.
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Streamlined, cost effective solutions for employers without a retirement plan company in the USA structure.
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Flexible retirement plan options designed to support your team and business goals.
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Expert retirement financial advice near you to keep your business compliant and future focused.
About our Business
AIM Group is an organization built by agents, for agents and agencies. With over 30 years of experience in building and developing successful broker insurance companies in California, life insurance brokers in California, and life insurance agents in California, we understand the challenges and opportunities that come with growing in today’s competitive landscape
WHY PARTNER WITH AIM?
AGENT CENTRIC PARTNERSHIPS
We provide the different levels of support you need with experts in life insurance, retirement plan insurance, and financial strategies for retirement. Be involved throughout the entire process, or let us do the work necessary to understand your goals and grow your broker insurance company in California.
AGENT DEVELOPMENT
We share our expertise with financial professionals like you. As the industry rapidly evolves, you will remain current and informed on life insurance retirement plans, financial strategies for retirement, and retirement plan insurance through consistent webinars, online education, and personalized one-on-one training.
ON-DEMAND SALES ESSENTIALS
We’ve invested in top industry technology to make your job easier. Our suite of digital tools includes SureLC™, Annuity Genius, WinFlex, iGo, and Smart Office – giving you everything you need for life insurance retirement plans and financial strategies for retirement.
CLIENT-TAILORED CASE DESIGN
Your client's financial future matters, which is why we use a tailored approach to achieve each client's unique life insurance retirement plan and financial strategies for retirement goals.
STREAMLINE COMPLEX UNDERWRITING
We simplify the underwriting process with advanced pre-screening, carrier negotiation, and proactive status monitoring to ensure the best possible outcome for life insurance retirement plans and retirement plan insurance.
END-TO-END SUPPORT
We support you from start to finish in finding sales solutions, navigating underwriting, and delivering a seamless experience for you and your clients with life insurance retirement plans and financial strategies for retirement.
You're Probably Wondering
