Who We Serve

Advisors Insurance Design serves individuals, families, businesses and their owners who understand that it often takes 10-30 years of hard work to build and accumulate wealth. With that said, in just a few hours of listening and learning, the results of your efforts can remain as is, unencumbered, and free from egregious taxation. Most of our clients choose to pass on their legacy assets to their families, other individuals, and organizations that they care about – Not the Government. What about you? This is a choice you must make since, choosing not to plan properly, is a choice to partner with Uncle Sam. 

About You

Advisors Insurance Design caters to a special kind of successful individual.

You’ve worked hard all your life to build something of real value, to grow your assets, to accumulate wealth, to be in a position to leave a legacy.

You may be a foreign national seeking residence, or currently live in the U.S. under a green card seeking citizenship, or an American citizen, or an international investor.

You may be a business owner. A real estate investor. An accomplished professional or executive. Or the fortunate beneficiary of generational wealth.

A Common Bond Connects Us All

A deep concern over what happens to the wealth you’ve generated when you live, die, quit or become disabled. And how one of those life events will affect your family.

If you live or invest America, you face heavy tax consequences on what you own. In fact, estate values can shrink up to 40 percent under U.S. tax laws. While the remainder transfers to your children, statistics show that much of this can evaporate in three years without proper planning.

 
You know how to earn money.
We ensure you keep it.
Find Out How We Can Help

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.