FINANCIAL INSTITUTIONS

IPG works with private client groups, commercial banks and financial brokerage organizations and has established a platform consisting of the following:

  • Access to a wide range of life insurance carriers, product and capacity worldwide
  • Extensive understanding of the Tax, Legal and Regulatory issues for the 50 plus markets we serve.
  • Systematic solicitation and implementation process our partners can leverage to meet individual market requirements designed to protect the interests of the financial institution and its clients
  • Qualified, dedicated sales consultant resources with the planning orientation, product/concept knowledge, and the profile to properly engage high net worth clients.
  • Sales management oversight of the processes that result in sufficient activity
  • Centralized resources (brain-house) for the development of global and local planning solutions, tax research, concept development, implementation support and ongoing understanding and insight into emerging wealth trends and changing market landscapes
  • Client suitability and best practice standards established to provide appropriate solutions
  • Compliance Oversight to ensure a legal solicitation process for all jurisdictions to protect the financial institution, the broker and the client.
  • Strict security practices to maintain the highest standard of client protection
  • State of the art technology platform
  • Initial and ongoing training programs for relationship managers and producers to recognize clients wealth structuring and transfer planning and liquidity needs and possess sufficient knowledge of client benefits/solutions
  • Client confidentiality and approval processes in place to reduce conflict that may occur due to multiple banks working with the same client.