Deepen Your Financial Plans with Integrated Insurance Solutions & Marketplace
Protect your clients’ assets and enhance portfolio resilience with Black Diamond’s comprehensive insurance solutions, offered in partnership through DPL Financial Partners. From annuities to life, disability, and long-term care insurance, AIM helps you meet evolving financial needs, retain clients, and grow your firm.
The Annuities & Insurance Marketplace (AIM) enables you to:
Mitigate Risk: Enhance portfolio resilience with strategic insurance solutions
Generate Income: Create guaranteed retirement income streams efficiently
Expand Oversight: Bring held-away assets under your fiduciary management
Optimize Strategies: Repurpose legacy annuities for improved client outcomes
Streamlined Implementation
Access a full spectrum of insurance products without additional licensing or complex workflows.
Client-Centric Reporting
Manage insurance assets alongside investments with unified reporting that provides detailed, actionable client insights.
Fee-Based AUM Growth
Capture held-away assets and strengthen client relationships to grow your fee-based AUM with existing accounts.
There is no possible way we could have transitioned the number of contracts and done the analysis to make sure it was better for the client, handled the paperwork…AIM has taken a huge load off of our firm.
BlueStem Wealth Partners
Your Complete Insurance Solution
Fiduciary-Friendly Annuities
Offer options that can deliver benefits like guaranteed income, principal protection, and tax deferral.
Life Insurance
Life insurance helps protect against lost income, provide tax advantages for an estate, and allow individuals to leave a legacy for the next generation.
Disability Insurance
Safeguard income with tailored coverage for life’s unexpected moments.
Long-Term Care Insurance
Protect against a health event’s financial and emotional challenges.
How it Works
Empower Your Firm and Clients
Leverage integrated access to a curated list of best-in-class solutions, interactive tools, and educational resources designed to support client conversations.
Personalized Recommendations
AIM consultants analyze your client's unique needs and recommend tailored solutions from the curated marketplace.
Streamlined Processing
The application process is simplified and supported every step of the way, allowing you to focus on client relationships and business growth.
Unified Asset Management
Insurance products are integrated into your holistic financial planning, allowing for comprehensive policy review and strategic asset allocation.
Real-World Impact
Deliver Excellence at Every Corner of Your Business
