Delivering Value for Generations to Come
At AIP, we leverage the power of life insurance to empower successful professionals, family offices, and established private businesses. Our proven, insurance-centered strategies align with sophisticated goals while delivering exceptional value.
Our Purpose
We exist to create better financial outcomes for the families and companies we work with and the strategic partners we support.
Our Mission
We help successful professionals, family offices and established privately held businesses grow, protect and magnify the impact of their wealth. For our strategic partners, we provide a proven platform that enables them to differentiate in a crowded marketplace, accelerate growth and maximize long-term profitability.
What We Do
We help our clients:
- Identify the exact risks and opportunities that will transpire when the death or disability of a proposed insured occurs;
- Quantify the impact of these events;
- Clarify the projected outcome if action is (or is not) taken to address these risks or capitalize on found opportunities.
Our clients typically want to solve their biggest perceived financial problems or take advantage of extraordinary opportunities and we are accustomed to tailoring personalized insurance solutions to achieve these particular objectives.
Our Accomplishments
$2B+
Placed and servicing more than $2 Billion of in force insurance benefit
3rd Gen
Third Generation Insurance Professionals
150+
Access to over 30 insurance companies and 150+ products
$400M+
Capable of securing more than $400 Million of Insurance Capacity per individual insured
Boards
Active participant in multiple Insurance company and Insurance Industry Advisory Boards
$1B+
Proud to serve several $1 Billion+ Net Worth Family Office Clients
VIP
Diverse clientele spanning professional athletes, A-List entertainers, Fortune 500 executives, successful business owners and the companies they lead
National Presence
Licensed to do insurance business throughout the continental U.S.
Our Promise
Our commitment is that every client and strategic partner will gain value from engaging with AIP
Whether simply clarifying the risks and opportunities or implementing a lifetime insurance plan, clients will benefit from our expertise. We cherish every opportunity to meet and serve our clients. We will manage and do everything in our power to ensure that the solutions we implement meet each client’s long term objectives.
We are experts in placing large portfolios of insurance to fulfill targeted objectives and navigating that whole process to provide the best value for our clients not only today, but for many years to come.“