Welcome to Independent Planners Group

Independent Planners Group (IPG) is a financial services product intermediary delivering fixed annuities, life insurance, long term care, and disability insurance products to financial planners and life insurance professionals.

Independent Planners Group originally started in 1991 under Kelley Financial Services, and was reorganized in 2001 to become the IPG that advisors know us by today. Under the leadership of Mike Kelley, IPG has grown from a staff of three to over 15, making us one of the strongest, most knowledgeable teams in the insurance industry. IPG operates out of offices in Scottsdale, Arizona, and has on-going relationships with over 2,000 advisors and over 30 quality insurance companies.

IPG knows that as a financial planning or insurance professional, time and knowledge are two of the most valuable commodities. In essence, IPG serves as a partner for our advisors’ practice by providing case development, product illustrations, and trouble-shooting service issues with insurance carriers. By being a strong back-office support network, IPG enables our advisors to spend more time where it is most needed…with clients.

We are excited to have the opportunity to earn your business.

Mike and Brian Kelley
Managing Partners

Meet our team

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.

Our specialists have years of experience in advanced markets and case design and are well-respected in the industry for their proficiencies. They know the marketplace and who will accept some of the toughest cases and health conditions. Our team has worked on some of the most challenging cases with a proven success record that we can be proud of.

Quality Insurance Products

Independent Planners Group strives to provide quality, pre-screened, client-oriented insurance products that cater to individual client needs. Independent Planners Group specializes in fixed, indexed, and immediate annuities, individual disability income insurance, life and variable universal life insurance, and long-term care insurance. We have a tremendous partnership with over thirty exceptional insurance carriers.

We are not a company that obtains contracts with the “next hot company”. We want to work with quality companies that fall in line with the integrity that our advisors hang their reputation on. We provide honest feedback on our companies based on first-hand experiences, and fully acknowledge how insurance company practices can affect the outcome of cases. Our advisors have come to appreciate our honesty and respect our decisions when we don’t want to add a carrier.

Service Solutions and Home Office Liaisons

Let’s face it! Customer service is the hallmark of any company. We strive to constantly improve our service to our advisors, their staff, and their clients. We understand the business from the advisor and wholesaler standpoint, and are known to be a true advocate for our advisors during tough times.

The changes in distribution of products, company mergers, and service challenges in the insurance industry are constant and will continue unabated. IPG has built alliances with some of the sharpest minds in the insurance business so that we can provide a one- stop shop that has real expertise in each product line and provide solutions that are out-of-the-box.

A Commitment to the Future

One thing that many of the best advisors do is take the time to work ON their business as much as they work IN their business. We do our best to focus on that as well. When working with us, advisors will see a constantly evolving organization that is always looking to find a better way to deliver the best products and services in the industry. We have strong focus on improving our resources, which include recruiting the best team and embracing new techniques and concepts that fit in with our ever-changing world.

Independent Planners Group works to provide periodic agent seminars in cities throughout the country to discuss new sales concepts, sales ideas, and product innovations as the markets change. We provide annual advisor retreats for top producers to share their ideas and the challenges they face. We also provide ongoing approved continuing education programs in many states, and for various national association groups.