INDEPENDENT LIFE INSURANCE ADVISORY
OUR APPROACH
Life Insurance Should Support the Plan, Not Drive It
PLANNING FIRST
Your objectives shape the strategy.
INDEPENDENT ADVICE
We find the right fit across multiple carriers.
BETTER OUTCOMES
We work to improve financial outcomes.
TWO WAYS WE WORK
Private Clients
We help successful families, business owners, executives, and family offices make informed decisions about life insurance in the context of wealth preservation, liquidity, business continuity, protection, and legacy planning.
Strategic Partners
We help RIAs, estate planning law practices, private-client P&C firms, and accounting firms integrate specialized life insurance expertise into their advisory model. Through Integrated Advice, your firm delivers broader client value while remaining central to the relationship.
WHERE AIP ADDS VALUE
Planning Needs We Help Address
Estate Liquidity & Wealth Transfer
Business Succession & Key-Person Risk
Executive Protection & Retention
Existing Policy Reviews & Stewardship
Long-Term Care & Family Protection
Complex Underwriting & Large Insurance Needs
OUR PLANNING PROCESS
From Planning to Implementation
01
Understand
Define your unique situation.
02
Clarify
Establish your goals and identify risks and opportunities.
03
Quantify
Evaluate the financial impact.
04
Design & Underwrite
Compare strategies and assess insurability.
05
Implement
Coordinate execution with your advisors.
WHY AIP
Specialized Expertise. Long-Term Commitment
Coordinated Advice
We work alongside your legal, tax, and wealth advisors.
Underwriting Expertise
We assess insurability early and negotiate with carriers to help navigate complex cases.
Long-Term Stewardship
We monitor policy performance and planning changes to help keep your strategy aligned over time.
Built on Experience
Insurance experience spanning three generations.
YOUR NEXT STEP
Every Engagement Should Create Value
Sometimes a new insurance strategy makes sense. Sometimes your existing plan remains appropriate. Our goal is to help you and your advisory team move forward with greater clarity and confidence.