INDIVIDUALS & FAMILIES
Built around your life, and those you love.
Protect what matters today. Prepare for the life ahead.
How we help
Your life brings together the people you care about, the income you depend on, and the future you want to build. AIFG helps connect those priorities through coordinated strategies for retirement, protection, and legacy.
Retirement & Income
Connect your retirement accounts and income needs. Explore strategies for the transition from earning to retirement.
Retirement readiness • Income strategies • Annuities
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Trust & Estate Coordination
We work with attorneys (including yours) and other professionals to coordinate trusts, insurance ownership, and beneficiaries.
Trust coordination • Beneficiary reviews • Estate considerations
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Medicare & Social Security
Explore Medicare coverage and Social Security claiming strategies in the context of your retirement needs.
Medicare guidance • Claiming strategies • Retirement transitions
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Income & Care Protection
Explore coverage for an interruption in earnings and future care needs, with your household’s security in mind.
Disability insurance • Long-term care • Household protection
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Life & Mortgage Protection
Help provide for your family, cover everyday expenses and debts, and support their ability to remain in their home.
Life insurance • Mortgage protection • Disability • Family security
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Legacy & Charitable Giving
Connect your resources and insurance strategies with the people and causes you care about and the legacy you want to leave.
Family legacy • Charitable giving • Life insurance strategies
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Looking to make a charitable impact?
Explore coordinated giving strategies for donors, families, and charitable organizations.
Explore Foundations & Philanthropy→
Your life’s decisions are connected.
The choices you make about retirement, insurance, and legacy shape more than your finances. They affect your family’s security and the life you want to lead. We take the time to understand those connections, then work alongside your existing professionals and relevant specialists to bring the right pieces together.
Ideas for the decisions ahead
FAMILY PROTECTION
What would your family need without your income?
A practical starting point for reviewing life insurance and mortgage protection.
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RETIREMENT
Turning retirement savings into income.
Consider how retirement accounts, Social Security, and other resources fit together.
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Let’s start with your priorities.
Tell us about your business and what you want to achieve.
LEGACY
When did you last review your beneficiaries?
Keep your accounts and insurance aligned with the people you intend to provide for.
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