IMI ENEWSLETTER                       13MAR2025

"Life is not easy for any of us.  But it is a continual challenge, and it is up to us to be cheerful and to be strong, so that those who depend on us may draw strength from our example."      [Rose Kennedy]

CONCERNED ABOUT DEPLETING YOUR SAVINGS DURING RETIREMENT?

In today's rapidly changing world, one of the greatest fears facing retirees is the possibility of outliving their savings. With people living longer than ever before, it's crucial to have a reliable plan in place to ensure your financial security throughout retirement.

At IMI Asset Management Company, we understand these concerns and are dedicated to helping you secure your financial future. Our Income for Life Report is designed to provide you with a clear picture of your financial situation, showing you exactly how much income you will have each year for the rest of your life. This report is especially valuable as it addresses the common issue of a 65% loss of income for the surviving spouse.

Our team of experienced professionals is here to guide you through the process, ensuring that you have a tailored plan that meets your unique needs. Whether you're concerned about running out of money during retirement or looking to increase your retirement income while protecting it from market uncertainties, we have the solutions you need.

Take charge of your financial future today! Schedule an appointment with us to learn more about the Income for Life Report and how it can benefit you. Simply click the link below to get started:

IS IT 'YOUR TIME' TO RECEIVE SOCIAL SECURITY BENEFITS? 

Are you nearing the time to commence your Social Security benefits? How knowledgeable are you about the optimal timing and justifications for initiating receipt of these funds? 'Click Here' to access this detailed brochure on Social Security and your retirement journey.

STRATEGIC PARTNER CORNER         

TAXWEALTH - Bruce Jones CEO

HIGH NETWORTH INDIVIDUALS/ BUSINESS OWNERS/ ENTREPRENEURS

TaxWealth expertly safeguards wealth by minimizing or eliminating unnecessary income and capital gains through comprehensive, AI-enhanced tax solutions.    

Thank you for trusting IMI Asset Management Company with your financial planning needs. We look forward to helping you achieve peace of mind and financial stability.

Warmest regards,

Karla

Karla M. Leonard

CEO / Asset Manager / Insurance Professional / Asset Manager

IMI Asset Management Company

CA LIC#0B42336

Phone / Fax: 888-383-3068

Mobile:         951-333-2080