Take The Next Step Towards Complete Financial Planning

<Firm> believes a strong financial plan includes an understanding of your personal liabilities, and we partnered with Aik2 to accomplish that in a seamless way for you.

We, at AiK2, believe Property and Casualty (P&C) insurance is not just a checkbox in the planning process but a necessity for long-term stability, protection, and assurance. Our mission is to transform the insurance process for successful individuals and families like you to make sure that you feel confident knowing what is protected and what is not protected. We put you in the driver’s seat to decide which protection is important for you to include in your P&C program.

We appreciate the time you are taking and hope you feel empowered about your new knowledge of your personal insurance program.  

How It Works

You are in control of where you want to go, and our engagement can be as simple as a no obligation review or as in-depth as us shopping and presenting coverage options to you.

But either way, you start with our questionnaire. 

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Step 1: Lifestyle Review

In our Lifestyle Review, you will find 20 yes or no questions and a link to securely upload your current policies. It is a great way to get a pulse on your current program and uncover if there are any gaps you’re exposed to based on how you live. You can stop here and wait for our lifestyle gap review, or you can combine steps and proceed to the market questions needed to shop on your behalf.

What To Expect:

Within 3 days, an AiK2 team member will email you and your advisor your lifestyle review in PDF and video format. This is where we will talk through current policies, gaps, and any recommended steps to shore up coverage.  

What You’ll Need:

Select the ‘Get Started’ option below and follow the instructions on each page. From there, we’ll start the shopping process.

Step 2: Market Analysis

The Market Analysis is a little more in-depth and includes 35 to 40 characteristic questions about your home, auto, and valuables that are required by the insurance carriers for shopping.


What To Expect:

Within 3 days, an AiK2 team member will reach out and confirm we have everything we need to go to market. Within 14-21 days from submitting your information to the carriers, we will email you and your advisor your Market analysis in PDF and video format. This is where we present new coverage options.


What You’ll Need:

Start Completing Your
Lifestyle Questionnaire Now!

Have other questions or need additional assistance?

Book a time to talk with our team
that is convenient for you.

Forgot to include a dec page or driver's license, or need to upload additional documents for underwriting?

Add them here!

Need assistance? Contact Us!