Private Client Solutions

Tailored insurance plans for individuals and corporations 

Where Protection Meets Strategy, and Your Success Is Our Priority

As an Independent Insurance Brokerage, AIP is agnostic to product, insurance company, planning strategy and funding method. Once we pinpoint our client’s insurance planning objectives and medically underwrite the insured, we look at all options available and tailor every insurance plan to the exact needs of each unique client.

Products Provided

Universal Life Insurance

Flexible premium, permanent insurance with cash value growth.

Whole Life Insurance

Fixed premium, permanent insurance with cash value growth and strong guarantees.

Convertible Term Life Insurance

Temporary insurance for a specific time frame with fixed premiums.

Annuities

Provide fixed income for retirement.

High Limit Disability Insurance

Income protection for high earning individuals.

Accidental Death and Dismemberment (AD&D) Insurance

Specialized accident insurance that can be secured quickly for unique risks.

Group Life and Disability Insurance

Group underwritten insurance for corporate planning.

Common Applications

Individuals and Families

Global Wealthy Citizens

Partnerships and Corporations

Defining Objectives

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