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Education & Planning

A successful financial plan begins with knowledge. We are committed to providing quality investment products, and delivering value-added services to educate clients and help them make informed decisions about their financial futures.

The key is our personal, face-to-face approach. Your financial advisor will work with you, step by step, every step along the way. Together you'll analyze your current financial situation, and determine your personal values and goals. You'll discuss sound financial concepts such as diversification, asset allocation and investment strategies. And based upon your discussions and other information you provide, your financial advisor will help you develop a unique, personal plan to help you meet your financial goals.

But that's not all. Your financial advisor will work with you to implement this personal plan and review it with you at regular intervals to ensure you're still on the path you've chosen.

Click on the links above to learn more about our planning and education offerings.

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Worksheets

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 >  Your Net Worth
 >  Your Retirement Wish List


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Important Notice About Purchasing a VALIC Annuity

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 VALIC annuity products.
What this means for you: When you purchase certain VALIC annuity products, 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.

Securities and investment advisory services are offered through VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

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

AIG VALIC is the marketing name for the group of companies comprising VALIC Financial Advisors, Inc.; VALIC 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.

www.aigvalic.com





Last Updated: 1/23/2004