This Fourth of July marks a historic milestone for America: 250 years since the adoption of the Declaration of Independence. It is a moment to reflect not only on the legacy of our nation, but also on the families, founders, and enterprises whose vision, discipline, and commitment have helped shape its story. Behind every successful […]
250 Years of Legacy: Protecting What Generations Built Read More »
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 room better at their profession for having attended. The sheer scale of the event, overall quality of the content provided, and the high caliber of the professionals in the room was
The Rohe Levy Financial Symposium 2026 this week in Las Vegas Read More »
Excited to be in Nashville today for the Lion Street Corporate & Business Summit. The conversations are centered on solving complex challenges for corporate leaders and business owners, protecting what they’ve built and planning for long-term success. From executive benefits and succession planning to corporate-owned life insurance and broader wealth strategies, it’s all about delivering
Solving Complex Challenges at the Lion Street Corporate & Business Summit Read More »
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 a way that felt immediately applicable. Conversations with top advisors reinforced the power of collaboration and shared best practices. It was a strong reminder that the future of our industry belongs to firms
2026 Lion Street Institute Takeaways on Current Life Insurance Industry Read More »
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 role of life insurance in complex strategies continues to evolve. The talk around advanced planning continues to deepen, particularly when it comes to integrating life insurance into complex client strategies. Liquidity
2026 Lion Street Institute: Transforming Life Insurance in Advanced Planning Strategies Read More »
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
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
Building Generational Wealth: Key Strategies for Lasting Impact Read More »
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
Is Life Insurance the Missing Piece in Your Estate Plan? Read More »
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
Top Performers in 2024: Relationships That Drive Results Read More »
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 »
