Most of you’ve worked hard through life to build assets.
Why allow taxes to erode their value?
Most of you’ve worked hard through life to build assets.
Why allow taxes to erode their value?
A Firm Built
Entirely Around You
Simply put, our business is people, families, and their financial well-being. That is the foundation on which we were built. A culture of independence gives Advisors Insurance Design the freedom to offer advice based solely on, our fiduciary responsibility, your best interest. Not our bottom line. All guided by our core tenets of integrity, conservatism, and putting clients first.
“Since financial service companies come and go, I wanted to build a firm whose core values would allow us to stay.”
– Marc Lowell, President & Founder
Sophisticated Solutions
On A More Personal Scale
Our focus is on providing trusted advice and tailored, sophisticated solutions for individuals, families, and institutions looking to protect their assets and reduce their tax liability.
Estate | Insurance | Planning
Domestic & International
Call Us
888.667.4750
Send Us A Message
info@advisorsinsurancedesign.com
Visit Our Office
1 W. Las Olas Blvd, 5th Floor
Fort Lauderdale, FL 33301
Advisors Insurance Design is an affiliated firm of The A.I.D. Group, a leading full-service financial planning firm headquartered in Fort Lauderdale, FL.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.