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 deep knowledge with cutting-edge insurance planning techniques. Our successful collaboration with Lion Street not only addressed the client’s needs but also allowed AIP to emerge as the top firm among five best-in-class insurance agencies.
This achievement is a testament to our unique approach, which includes access to premier carriers and a steadfast commitment to delivering top-quality materials. The recognition we’ve received highlights the value we bring to our clients and the strength of our partnerships.
As we continue to grow, AIP remains dedicated to setting the standard in estate and corporate insurance planning, helping our clients receive the best possible solutions for their unique needs.
Click here to see the video about this case.
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