Services & Focus

At Independent Planners Group, we pride ourselves on developing business relationships, which, over time, become personal friendships.

OUR TEAM HAS HELPED THOUSANDS OF WEALTH ADVISORS, INSURANCE AND BENEFITS PROFESSIONALS ADD VALUE TO THEIR CLIENT EXPERIENCE

We understand that as a professional, time and efficiency are two of your most valuable commodities. IPG serves as an independent partner to advisors by providing consultative analysis, unbiased product research and carrier due diligence. By being a strong back-office support network, IPG enables our advisors to spend more time where it is needed most, delivering value to clients.

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 can determine which carriers will accept challenging underwriting cases. Our team has worked on some of the most difficult cases with proven outcomes that deliver what your clients need.

  • Case design
  • Estate Planning Strategies
  • Legacy and Wealth Transfer
  • In-Force Policy Assessments
  • Life Insurance Analysis
  • Long-Term Care Insurance & Hybrid Funding Solutions
  • Disability Income Insurance
  • Business Planning Strategies
  • Fixed & Indexed Annuity Strategies
  • Policy Reviews and Audits