Business Cases Archives - Advanced Insurance Planning

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 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 […]

Brian Batson AIP Lion Street case success

Top Firm Among Five Best-in-Class Insurance Agencies: AIP’s Major Milestone

Business Cases / advancedinsuranceplanning

We are pleased to announce a major milestone for Advanced Insurance Planning (AIP) in collaboration with Lion Street. In a recent case with a large family office, AIP provided tailored estate and corporate insurance planning solutions that underscored our ability to deliver innovative and effective strategies. This complex case required a nuanced approach, combining our

Top Firm Among Five Best-in-Class Insurance Agencies: AIP’s Major Milestone Read More »