Articles
Insights and updates from Advanced Insurance Planning.
-
250 Years of Legacy: Protecting What Generations Built
This Fourth of July marks a historic milestone for America: 250 years since the adoption of the Declaration of Independence. It is a moment…
-
The Rohe Levy Financial Symposium 2026 this week in Las Vegas
The Rohe Levy Financial Symposium 2026 this week in Las Vegas was a first-class conference that without a doubt, made every person in the…
-
Solving Complex Challenges at the Lion Street Corporate & Business Summit
Excited to be in Nashville today for the Lion Street Corporate & Business Summit. The conversations are centered on solving complex challenges for corporate…
-
2026 Lion Street Institute Takeaways on Current Life Insurance Industry
Attending the 2026 Lion Street Institute in Austin was energizing and forward-thinking. The sessions blended market insight, AI innovation, and practical growth strategies in…
-
2026 Lion Street Institute: Transforming Life Insurance in Advanced Planning Strategies
At the 2026 Lion Street Institute with Nick Rush and Kevin Anderson. It’s great to dive into conversations around advanced planning, especially as the…
-
60th Annual Heckerling Institute on Estate Planning: Unlocking Future Trends in Estate Planning
It was great being at the 60th Annual Heckerling Institute on Estate Planning at the University of Miami School of Law. Kevin Anderson and…
-
Building Generational Wealth: Key Strategies for Lasting Impact
Creating and preserving generational wealth requires a clear, strategic approach. Here are some essential steps for building a legacy that endures: Start with a…
-
Is Life Insurance the Missing Piece in Your Estate Plan?
When it comes to estate planning, there’s one tool that often stands out—life insurance. While it’s commonly known for providing financial protection to loved…
-
Top Performers in 2024: Relationships That Drive Results
LIMRA’s year-end report on U.S. Individual Life Insurance Overall Sales has just been released—spotlighting the top 20 performing carriers of 2024. We’re proud to…
-
Active vs Passive Life Insurance Policy Management – AIP’s Policy Review Service
Active versus passive management of financial products is an often-debated topic in the investment world. However, it is rarely discussed when it comes to…
-
Unlock a Smoother Life Insurance Application with Your Annual Physical
We know your time is invaluable. Between managing investments, family priorities, and business ventures, the last thing you need is a prolonged life insurance…
-
Why Young, Affluent Professionals Should Consider Permanent Life Insurance
As a young professional building wealth, strategic financial planning is essential. Permanent life insurance isn’t just about protection—it’s a sophisticated tool for wealth accumulation,…
-
AIP at the Lion Street Annual Institute Conference
Last week, Brian Batson, Nick Rush, and Kevin Anderson represented AIP at the Lion Street Annual Institute Conference in Austin, TX—an event that brought…
-
What the Yellowstone Family Saga Can Teach Us
The hit series Yellowstone captures audiences with its high-stakes drama, sprawling landscapes, and gripping power struggles. Yet beneath the surface, the show also offers…
-
Advanced Insurance Planning INC. Expands Operations with New Office in Christiansburg, VA
Advanced Insurance Planning INC. or AIP, a boutique life insurance agency known for providing tailored insurance solutions to high-net-worth families and businesses, is pleased…
-
AIP Expands to Dallas-Fort Worth, South Florida, and Southwest Virginia
We’re thrilled to announce that AIP | Advanced Insurance Planning is growing to better serve our clients and partners with three office locations:📍 Dallas-Fort…
-
Top Firm Among Five Best-in-Class Insurance Agencies: AIP’s Major Milestone
We are pleased to announce a major milestone for Advanced Insurance Planning (AIP) in collaboration with Lion Street. In a recent case with a…