Asset Ownership

Working closely with your team of Attorneys, CPAs, Financial Advisors and Trust Officers, we show you how to own assets smarter, simplify risk exposure and mitigate your taxes. Already work with a financial team? We will fit in seamlessly and augment its expertise. Although The A.I.D. Group of companies provides assistance for each segment of the financial planning process, we often team up with other financial advisors in order to provide products and strategies that are proprietary. In addition, our expertise, understanding, and collaborative approach allows each co-advisor to not only feel unthreatened, but welcome to the synergy created for our client’s benefit. 

The Measure of True Wealth is Not What You Own, But How You Own It.

Are your assets in a trust?
Or a charitable gift generating income?
Do you own your assets individually?

Perhaps, you’ve placed your assets in a trust to avoid probate through the courts.

Or you’ve put them in a trust outside of your estate.

Simply put, when you own an asset in life, income tax and capital gains apply.

When you die, estate taxes apply.

How You Own Assets

Until now, asset ownership came down to three choices:

  1. Give it to charity
  2. Give it to your family
  3. Give it to the government

Which would you prefer to do?

There’s a fourth choice.

With Advisors Insurance Design, you can limit the long reach of the government.

We offer the plan and design to help you hold onto a larger percentage of your assets.

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Life Insurance

We've successfully changed the conversation. A safe and often guaranteeed asset class that provides equity type returns and more from day one. 

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Asset Ownership

We can show you how to own assets smarter, simplify risk exposure, and mitiage your tax liability.

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Estate Preservation

Make sure your loved ones inherit your assets in the most financially sensible way possible.

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Wealth Transfer

Don’t leave your family members to fight it out in court. Or without means to carry on their lives.

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A.I.D. Life Insurance Audit

The majority of life insurance policies are underperforming, are at a risk of being canceled, or are priced incorrectly.

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Premium Finance

Leverage your assets to control upfront costs, maintain estate liquidity, and increase cash flow.

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Qualified Leverage Strategy™

Learn how to remove your current retirement plan assets from income and estate taxation forever. 

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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.