OUR STORY
Three Generations. A Modern Approach
AIP’s roots span three generations in insurance. That legacy carries forward the judgment, relationships, and discipline that come from experience. We pair that perspective with a modern, planning-driven approach built on independent advice, underwriting expertise, and close professional collaboration.
The result is a firm built to help clients and advisors make consequential decisions with confidence, and to support strategies that can grow and evolve with the families, businesses, and generations they serve.
OUR VALUES
The Principles Behind the Advice
Fierce Independence
We preserve the freedom to evaluate the market objectively and build each recommendation around the client’s goals, circumstances, and best interests.
Unwavering Loyalty
We build relationships to last, staying close to our clients and advisors as life changes and continuing to care for the strategies we put in place.
A Balanced Life
We believe financial success is most meaningful when it supports family, purpose, community, and a legacy that can endure for generations.
OUR TEAM
Meet the People Behind AIP
AIP’s work is personal by design. Our team stays close to the planning, underwriting, implementation, and ongoing service.
Brian Batson
Founder & Managing Principal
Bio & Contact
(469) 935-7480
Brian@aiplife.com
Brian leads AIP’s private client and strategic partner work, focusing on complex planning, underwriting strategy, and collaboration with attorneys, CPAs, RIAs, and family offices.
Nick Rush
Partner
Bio & Contact
(469) 935-4475
Nick@aiplife.com
Nick advises private clients and business owners on estate, succession, retirement, and insurance planning and leads AIP’s Virginia office.
Kevin Anderson
Partner
Bio & Contact
(561) 396-1596
Kevin@aiplife.com
Kevin advises affluent clients and business owners on insurance planning and relationship strategy and leads AIP’s West Palm Beach office.
Michelle Danyn
New Business Operations Director
Bio & Contact
Michelle leads new business and underwriting operations, coordinating carriers, underwriters, advisors, and clients from case development through policy placement.
Victoria Nunes
Marketing Manager
Bio & Contact
Victoria leads AIP’s marketing and brand strategy, translating complex planning ideas into clear client and advisor communications.
Have a question? Start a Conversation →
SPECIALIZED COLLABORATION
Broader Expertise. One Coordinated Approach
AIP’s model is intentionally collaborative. Clients benefit from specialized product design, underwriting, advanced planning, and market perspective brought into the engagement through trusted professional relationships and our affiliation with Lion Street.
Seth Wasserman
Product Design
Seth brings specialized insurance design and risk-analysis expertise to sophisticated private-client cases.
Tiffany Hyde
Head of Underwriting, Lion Street
Tiffany supports complex medical, financial, reinsurance, foreign-national, and large-case underwriting situations.
Michael Fontanini, CLU, CFP®
Advanced Planning & Design, Lion Street
Michael provides advanced planning and case-design expertise for sophisticated life insurance strategies.
AIP & Lion Street
Advanced Insurance Planning Inc. is a proud Firm of Lion Street, LLC., an elite national network of independent firms and financial professionals providing sophisticated life insurance and wealth planning solutions to high-net-worth individuals, companies, business owners, executives, and high-income earners.
Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients. Learn more about Lion Street →
Metroport Chamber
AIP is a member of the Metroport Chamber, supporting the Westlake business community.
GET IN TOUCH
Talk with Our Team
Have a planning question or want to learn more about how AIP works? We’d be glad to hear from you.