Insurance Planning through an Advisory Lens

Since 1991, Independent Planners Group has served as an independent insurance partner to financial advisors and insurance professionals. Our model is built on character and a devotion to helping advisors serve their clients.


We are responsive and dedicated to your requests and needs.


We work alongside you in the manner in which you conduct business.


We anticipate your preferences and can guide you through the tasks at hand.


We empower you to confidently present you clients the best options for their changing insurance planning needs.


We help you add value to your client experience

IPG serves as an independent partner to advisors by providing consultative analysis, unbiased product research and carrier due diligence.

  • Custom Case Design

  • In-force Policy Assessments

  • Estate & Legacy

  • Family Business Planning Strategies

  • Life Insurance as an Asset

  • Disability Income Insurance

  • Fixed & Indexed Annuity Strategies

  • Long Term Care Solutions

  • Employer Group Benefits

Personal Relationships and Personalized Service

At Independent Planners Group, we pride ourselves on developing business relationships, which, over time, become personal friendships. We understand that lasting business relationships develop from doing what we say we will do, responding in a timely manner, and always trying to do what best serves our advisors and their clients’ needs.