“Frustrated Yet?”  

 While we at IMI Asset Management Company don’t pretend to have all of the answers, our clients—people just like you—would tell you that we have some of the answers.                                                                            

I have been so busy helping save business owners money, but I have something you will be really interested in.

First, as your Consultant, may I ask, how much money do you want when you retire?

The reason I am asking is simply to make up your Report.  This is a service I provide for my clients.  It is called “Income for Life Report.”  I have this tool I use that shows you your guaranteed income for each year after you reach retirement age.

It shows when you retire, how much income you will have each year for the rest of your life.   I can show you what will happen for the next 5 – 10 - 20+ years and more important, I can show you what happens to your income if your spouse or you die.

Because typically, what I am seeing is a 65% loss of income for the surviving spouse, I thought you might like to see your numbers.

In order to put together the Report I must ask you a couple of questions.  It will take about a week to put together the Report.  I will send you the Report ahead of time so you can review it.

Everyone needs help to stay afloat right now, and I want to do what I can to help. I cannot take away the worry about our families or health, but I can offer stability with guaranteed income for both you and your spouse after you reach retirement age.  If you have this concern or know anybody that does, call me. 

Please let me know if I can be of any help whatsoever!  Thank you.