Product Brief

Provide Holistic Financial Planning with Insurance

AIM’s best-in-class insurance solutions can help grow your firm and retain clients.

Protect your client’s assets, create tax-free retirement income, and more with the expanded insurance solutions offered through the Advent Insurance Marketplace Powered by DPL (AIM). These solutions now include life, disability, and long-term care. With AIM as your outsourced insurance desk, you can grow AUM, fulfill clients’ insurance needs, and retain control of the relationship.

Why Use AIM:

• Provide insurance solutions via our licensed agents without having to maintain your own licenses.
• Expand offerings with holistic financial planning.
• Bring insurance under your fiduciary umbrella.