AISC:
Insurance You Can Understand.
AISC LLC is an insurance agency working primarily in personal and closely-held small business financial risk management and planning. Using life, asset-based long-term care, disability and annuity products, we help individuals, families and small business secure their financial future.
How we help
Insurance deserves a place in your planning and portfolio of assets. Don't tether yourself to one carrier.
At AISC, we are independent of any particular insurance carrier and can competitively shop the marketplace for the most appropriate arrangement, mindful of client needs, budget and our own due diligence of issuing companies.
Our practice spans term life insurance through to complex cases. Complicated health underwriting, funding qualified (ERISA) small-business retirement solutions, modeling retirement income, Roth conversions and Social Security strategy planning are all within our bailiwick.
Our compensation comes from carriers and not directly from you; it is built into the price of the products. There is no fee for a conversation or policy review.
AISC is located in Drexel Hill, Pennsylvania, but primarily operates remotely.
Is the money in your contract working as well as it could?
AISC also offers in-force policy reviews. If you currently have an annuity or permanent life insurance policy, we can evaluate whether the money in your contract is working as well as it could for your needs today. Often it is, and we’ll tell you as much. If it isn’t, a Section 1035 exchange into a similar contract can often move the value without triggering income tax, subject to suitability requirements.
More on in-force policy reviews