Distribution Channels

  • Strengthen existing referral alliances with worldwide and regional financial institutions
  • Form new referral alliances with regional financial institutions, brokerage houses, accounting firms, family offices and individual advisors with the prerequisite client relationships
  • Provide customized concept and prospect training for referral partners through IPG University.
  • Develop corporate bank channels with existing referral sources to develop access to non-US corporate clients

Capabilities & Infrastructure

  • Expand relationships with offshore carriers and the products required to meet the needs of high net worth individuals, families and corporations
  • Develop access to admitted carriers, products and capacity in strategic jurisdictions where admitted solutions are required.
  • Manage infrastructure to efficiently support delivering best in class wealth structuring and transfer planning solutions.
  • Maintain best in class compliance standards
  • Continue state of the art technology practices

Sales & Marketing

  • Identify, recruit and train highly qualified, professional sales consultants
  • Emphasize employee and sales consultant training
  • Develop and provide innovative wealth structuring and transfer planning solutions which are appropriate for the clients’ needs
  • Communicate IPG’s corporate message and sales philosophy internally and externally
  • Build a strong brand identity through:
    • Leadership
    • Professionalism
    • Capabilities
    • Standards of excellence
    • Best practices and client suitability
    • Planning based approach
    • Highly trained consultants


  • Maintain ongoing commitment to service for in-force clients
    • Annual Reviews
    • Ongoing suitability
    • Account maintenance (inquiries, changes)