We Offer Strategic Insurance Planning
Comprehensive Insurance Planning
Customized insurance plans designed to meet the unique needs of high net worth clients.
Estate Planning Integration
Strategies that help minimize estate taxes and maximize asset preservation.
Wealth Preservation Strategies
Solutions to safeguard assets against potential risks and provide a solid foundation for future growth.
Risk Management
Advanced risk management solutions to help protect clients’ assets.
A Track Record of Success
Individuals and Families
- Family Income Protection and Needs Planning
- Estate, Wealth Transfer, and Succession Planning
- Cash Value Exposure for Additional Asset Accumulation
- In-Force Policy Audits
- Trust Owned Life Insurance Reviews
- Insurance Placements for Foreign Nationals
Partnerships and Corporations
- Key Person Life and Disability Insurance
- Key Executive Retention
- Executive Deferred Compensation Plans
- Creditor Protection
- Buy-Sell Equity Redemption Arrangements
- Private Equity Investment Hedging
- In-Force Policy Audits and COLI Plan Reviews
Enhance your portfolio with AIP’s comprehensive suite of insurance products:
The Final Component
We understand that comprehensive insurance planning is often the final, yet crucial, component of a well-rounded financial strategy. Our goal is to provide the missing piece that completes the puzzle, ensuring your clients’ wealth is protected, preserved, and efficiently transferred to future generations. Whether navigating complex tax regulations or adapting to evolving industry standards, AIP stands ready to provide the sophisticated solutions our strategic partners deserve.