The IPG Difference
Through IPG’s specialized industry practices, we are able to combine our expertise with a deeper knowledge of your insurance challenges.
OUR TEAM HAS HELPED HUNDREDS OF ADVISORS, INSURANCE, AND BENEFITS PROFESSIONALS ADD VALUE TO THE CLIENT EXPERIENCE THEY PROVIDE
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 help you deliver what your clients need.
We understand that as a wealth advisor, insurance or benefits professional, time and efficiency are two valuable commodities. IPG serves as an independent partner to advisors by providing consultative analysis, unbiased product research and carrier due diligence. As a strong back-office support network, IPG enables our advisors to spend more time where it is needed most, delivering value to clients.
- Case design
- Estate Planning Strategies
- Legacy and Wealth Transfer
- In-Force Policy Assessments
- Life Insurance Analysis
- Long-Term Care Solutions
- Disability Income Insurance
- Business Planning Strategies
- Fixed & Indexed Annuity Strategies
- Policy Reviews and Audits