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.

OUR FOCUS

  • 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

ENHANCING YOUR SERVICES

We work directly with you, or with your client if you prefer, to consult on insurance solutions and execute agreed upon recommendations. Our services are designed with the highest level of respect for your role. We communicate on every aspect of the solutions we recommend and are fully transparent in our process.

ADVANCING YOUR CLIENTS’ OBJECTIVES

We serve as a consultative extension of your planning team, helping you efficiently protect your clients’ assets, lifestyle and financial security. We provide sophisticated insurance expertise to help minimize your clients’ risk and maximize available planning techniques. Any solutions that we recommend are part of the overall wealth and risk management strategies you set in place with your clients. We are here to complement your firm’s financial and fiduciary strategies.

UNBIASED CONSULTING

Along with our deep industry and technical experience, we have preferred access to competitive intelligence tools and research that allow us to conduct objective assessments of carriers and products. In doing so, we remain focused on your clients’ intentions and best interests, not a particular company’s best interest. The overall benefit to you is solving your clients’ insurance and risk management needs completely and efficiently.