Financial Advisor Services

Working with your Financial Advisor

Give your financial plan a sound footing with personalized financial planning from a financial advisor. Our financial advisors combine their experience and knowledge with state-of-the-art financial modeling tools to help you plan and enjoy a secure retirement.

Helping investors plan, build and protect their financial resources is something AIG Retirement has been doing for more than 50 years.

What should I expect when I meet with an advisor?

When you meet with your local financial advisor:

1. Discover. We’ll begin with a comprehensive study of your financial situation, values, and objectives. Through the discovery process, we’ll develop a clear picture of your current financial status and begin to prioritize a list of your most important goals.

2. Learn. We’ll discuss sound financial planning concepts such as diversification, asset allocation, investment strategies, tax planning, and estate preservation.

3. Plan. Based on the information you provide, we’ll develop a personal plan, using sophisticated planning software that becomes the blueprint to help you reach your financial goals.

4. Implement. Using your personal plan, we’ll help you develop detailed financial strategies to meet your current needs and future goals.

5. Review. Once your program is underway, we’ll provide a periodic review of your financial priorities, goals, and investments to keep your plan on track.

What is a financial plan and how can it help me achieve my goals?

Think of your financial plan as an analysis to identify what is important to you, as well as a roadmap for the strategies that will help you arrive at your final destination.

Your financial plan will help you:

• Examine your current financial situation

• Plan for retirement

• Protect what’s important

• Put aside for Education

• Manage your taxes

• Develop retirement income strategies

Important Notice about Purchasing a VALIC Annuity From Us

To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who purchases certain annuity products. What this means for you: When you purchase certain annuity products from us, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may ask to see your driver's license or other identifying documents.

Annuities and insurance products are offered by The Variable Annuity Life Insurance Company (VALIC), AIG Annuity Insurance Company, AIG-affiliated insurance companies or other approved companies. Each underwriting company is financially responsible for its own insurance products.

Securities and investment advisory services are offered by AIG Retirement Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

AIG Retirement is the marketing name for the group of companies comprising AIG Retirement Advisors, Inc.; AIG Retirement Services Company; and The Variable Annuity Life Insurance Company (VALIC); each of which is a subsidiary of American International Group, Inc.

This information is general in nature and may be subject to change. Neither VALIC nor its financial advisors or other representatives give legal or tax advice. Applicable laws and regulations are complex and subject to change. For legal or tax advice concerning your situation, consult your attorney or professional tax advisor.