AIB | Advanced Services
AIB does provide Advanced Services to all individuals that use the Self Service quote request system. These services are specific to policy ownership type:
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Individual Ownership
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Company/Corporate Ownership
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Trust Ownership
Depending on the ownership type, AIB Advanced Services can assist any individual with additional policy design strategies/opportunities. These will include additional policy items:
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Premium Payor
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Beneficiary Designations
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Non Owner Insured applicants
AIB Advanced Services &
AIB will provide any individual that submits an application through AIB, access to our Leap portal.
The Leap program focuses in three key areas: ​Protection | Savings | Growth
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The Leap program lines up well with the three divisions of the
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Protection | Advanced Insurance Brokerage
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Savings | Advanced Group
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Growth | Advanced Capital & Investments
Leap is designed for professionals who are looking to focus on a “process,” one that is designed to optimize outcomes for their clients. It is for those who are looking for a toolset that performs analysis and allows verification of strategies. Leap also works well for professionals who set themselves apart from most other insurance and financial representatives and who are willing to devote effort to their own professional development.
Leap Systems is a unique approach to managing personal finance. It incorporates everything from income and investments to insurance and taxes, thereby offering your clients a full visual model of their financial position. By having a model to evaluate their performance, your clients can manage their finances more efficiently. This distinct approach blends budgeting science and visual representations with a philosophy of protection, savings and growth that encourages your clients to achieve their full financial potential.
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With Leap’s interactive tools your clients not only learn how money works, they also recognize the impact of all their financial decisions. With these tools, you and they can simulate financial strategies and view potential outcomes. By examining those outcomes your clients will begin to understand the factors that may be eroding their wealth. They can then use that knowledge to make informed choices that improve their financial lives.