Affinity Insurance Partner’s open architecture platform provides our clients with thousands of commission, fee-based, cash and money market products manufactured and designed by hundreds of third-party product sponsors. This wide array of products makes AIP more nimble and better able to preserve choice, which allows our team members to pursue both a fee-based service model as well as a commission based brokerage model (or a combination of the two), depending what is appropriate for our client(s). While other firms are abandoning the brokerage model, we are strengthening it. We are committed to providing robust, client-centric solutions so that we may always offer the most appropriate and prudent recommendations to our clients.
Investment Products:
Stocks
Mutual Funds
Offshore Mutual Funds
Non-traded closed end/interval funds
Corporate Bonds
Municipal Bonds
CD’s
Money Market
Exchange Traded Funds (ETF’s)
Unit Investment Trusts (UIT’s)
Non-traded real estate investment trusts (REIT’s)
Non-traded business development companies (BDC’s)
Real Estate Private Placement
Private Equity
Exchange Funds
Fund-of-Funds
Fund-of-Hedge-Funds
Managed Futures (single and multi-manager)
Offshore investment plans
Structured Product Providers
Retirement Services:
Traditional IRA
ROTH IRA
529 Plans
401K
403B
SEP IRA
Simple IRA
Individual K (Owner K)
Defined Benefit
Insurance Products:
Whole Life
Variable Universal Life (VUL)
Universal Life (UL)
Indexed Universal Life (IUL)
Term Life
Single Premium Life
Key Man Insurance
Golden Parachute Insurance
Split Dollar Insurance
Long Ter Care (LTC)
Disability Insurance (DI)
Loss of Value Insurance (LOV)
Health Insurance
Annuity Products:
Fixed Annuities
Fixed Index Annuities
Variable Annuities
Structured Annuities
Single Premium Immediate Annuities (SPIA)
2400 Ansys Drive
Suite 120
Canonsburg, PA 15317
248-840-3863
© 2023 Affinity Insurance Partners.
All Rights Reserved.
