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
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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
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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
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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
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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
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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
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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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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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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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
