The Advent Insurance Marketplace Powered by DPL:
Breakaway Accelerator
An expert team and proprietary technology to transition your annuity book.
Welcome to AIM
Today, clients expect holistic wealth management services from their advisors, making insurance a critical tool in the fiduciary's toolkit. AIM is powered by DPL's market-leading platform for RIAs, providing access to a wide range of fee-based insurance and annuity products plus tools and education you need to effectively use them for your clients.
How Advisors Are Using AIM
Recognizing the power of integration and automation in scaling businesses, Avior Wealth Management leverages the Advent Insurance Marketplace Powered by DPL to grow the practice and ensure they "put the very best product in front of our client and meet our fiduciary obligation to them."
Technology to Discover, Fulfill, Manage, & Bill on Insurance
Transition Held-Away Annuities
For clients with existing annuities, AIM makes it easy to find commission-free alternatives with potentially lower costs and improved benefits.
Optimize Client Portfolios
With AIM's Product Discovery Tools, you can find solutions to optimize client portfolios for guaranteed income, protected growth, and more.
Manage Applications & Contracts
Track annuity applications and manage in-force policies alongside other portfolio investments from within Black Diamond.
Have questions?
Talk to an AIM Consultant to learn how to get started with the Advent Insurance Marketplace on Black Diamond.