INDIVIDUAL CLIENTS

In many cases clients refer individuals and/or families to IPG where we are contacted directly to assist in the plan design and implementation for their wealth structuring and transfer planning needs. Individual clients seek IPG’s experience, capabilities and expertise because IPG offers:

  • 40 years of experience successfully developing and implementing wealth structuring and transfer plans for individuals and families residing in more than 40 countries
  • Customized life insurance planning designed specifically to meet the client’s needs and dovetail with their current plan
  • Collaboration with existing advisors (lawyers, bankers and accountants)
  • Access to a wide range of life insurance carriers, product and capacity worldwide
  • Qualified and highly professional sales consultants with the planning orientation, product/concept knowledge, and the profile to properly service high net worth clients.
  • Client suitability and best practice standards established to ensure appropriate solutions are delivered
  • Compliance Oversight to ensure a legal solicitation process for all jurisdictions to protect the referral partners, relationship managers, the client and IPG.
  • Strict security practices to maintain the highest standard of client protection and confidentiality
  • State of the art technology platform
  • Unmatched service which includes annual reviews and ongoing life insurance plan suitability analysis