| Why IPG? |
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Independent Planners
Group (IPG) is a financial services product intermediary delivering
fixed and variable annuities, life insurance, long term care, disability
income and structured settlement products to financial planners
and life insurance professionals.
IPG’s principals, Mike Kelley
and Mike Ferguson have combined industry experience of more than
half a century and are backed by a support staff of ten. Operating
out of offices in Phoenix, Arizona and northern
California. IPG has on going relationships with over 2,000 agents.
This group of agents consists primarily of independent financial
planners and high quality life insurance professionals, many of
which began their affiliation with IPG’s principals through
Delta Life & Annuity.
Each of IPG’s offices has been in
operation for over ten years as regional wholesaling operations.
IPG was reorganized during 2001 in order to achieve national scope
and to consolidate production, record keeping and agent service.
We know that as a financial planning or insurance
professional time and knowledge are two of the most valuable commodities
you have. In essence IPG serves as a partner for your practice
by providing case development help, product illustrations, and
trouble shooting service issues with insurance carriers. Enabling
you to spend more time where it is most needed. With your clients.
Below are some of the ways IPG is working
with financial planning professionals to create client solutions.
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Personal
Relationships and Personalized Service |
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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 said we would do, responding
in a timely manner, and always trying to do what best serves you
and your client’s needs.
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Quality
Insurance and Equity Products |
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Our mission at Independent Planners Group
is to provide quality pre-screened, client oriented, insurance
and equity products for your review and consideration. Independent
Planners Group specializes in variable, fixed, and immediate annuities;
individual disability income insurance; life and variable universal
life insurance; long-term care insurance; and structured settlements
in partnership with over twenty-five exceptional insurance carriers.
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Product
Assistance and Technical Support |
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Independent Planners Group can assist you with innovative case design,
competitive product selection, and technical support to fit your
client's personal needs.
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Marketing
Concepts and Sales Ideas |
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Independent Planners Group will work with
you and your staff to develop marketing concepts, promotional ads,
mailers, and sales ideas for each of the product lines we represent.
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Service
Solutions and Home Office Interface |
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Let’s face it! Customer service is the hallmark of any company.
We strive to constantly improve our service to you, your staff,
and your clients. We understand your business, and work to act as
your advocate with all of the insurance carriers we represent.
The changes in distribution of products,
company mergers, and service challenges in the insurance industry
are constant and in our view will continue unabated. Working in
concert with firms like yours we are able to maintain the best
contracts with the carriers we represent and assist you in solving
service problems as they arise for you and your clients.
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Agent
Seminars, Retreats, and Continuing Education |
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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 agent retreats for top
producers to share their ideas and the challenges you face in your
business. We also provide ongoing approved continuing education
programs in many states, and for various national association groups.
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Client
Illustrations |
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On a daily basis we provide competitive client illustrations, proposals,
and sales kits to help you review the products and features which
best fit your clients needs.
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Client
Seminars |
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As a value-added service to you and your staff, Independent Planners
Group provides generic seminars for client groups to gain general
knowledge on annuities, long-term care insurance, and other insurance
products with on-site presentations throughout the United States.
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