It was great being at the 60th Annual Heckerling Institute on Estate Planning at the University of Miami School of Law. Kevin Anderson and I had the opportunity to meet many wonderful people and connect with professionals who are shaping the future of estate planning. At Advanced Insurance Planning (AIP), we’re always committed to staying […]
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Creating and preserving generational wealth requires a clear, strategic approach. Here are some essential steps for building a legacy that endures: Start with a Solid Foundation: Building wealth often begins with disciplined saving and investing. For high-net-worth families, this foundation should include tax-efficient investment strategies and proper estate planning. Focus on Asset Diversification: Diversifying across
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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 ones, it also plays a vital role in preserving wealth for future generations. Here’s how life insurance can strengthen your estate plan: Tax Efficiency: Life insurance death benefits are typically paid
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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 share that AIP has direct relationships with 15 of them. These are the companies behind the solutions we design every day for our clients and strategic partners. From advanced underwriting to
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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 life insurance, despite the fact that policies are intended to be held throughout an insured’s entire lifetime. To ensure an existing life insurance policy or portfolio meets a client’s original long-term
Active vs Passive Life Insurance Policy Management – AIP’s Policy Review Service Read More »
We know your time is invaluable. Between managing investments, family priorities, and business ventures, the last thing you need is a prolonged life insurance application process. What if we told you that your annual physical could now serve as a shortcut to quicker, more seamless life insurance approval? This innovative change in underwriting practices allows
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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, tax-efficient planning, and long-term financial confidence. Here’s why it’s a key consideration: Legacy Protection & Liquidity Planning Permanent life insurance provides lifelong coverage, ensuring financial security for your loved ones or
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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 together the insurance industry’s best independent firms for invaluable insights into the markets, products, and solutions shaping life insurance and wealth planning in 2025. This year’s conference featured thought-provoking discussions, including
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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 a sobering lesson for families with significant wealth: without proactive planning, the very legacies you work so hard to build can unravel in an instant. In the final season, the Dutton
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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 to announce the opening of its new Mid-Atlantic office in Christiansburg, Virginia. This new office strengthens AIP’s regional presence and enhances its ability to deliver personalized insurance strategies to clients across
