As the pre-eminent provider of life insurance based planning solutions for high net worth individuals and corporations worldwide, International Planning Group offers its clients and partners access to significant capabilities and experience, including:


International Life Insurance Sales & Distribution with Unmatched
Life Insurance Capacity:

  • Approximately $14 Billion of individual life insurance, and more than $20 billion of corporate owned life insurance, placed through internal sales forces
    • Reputation for highly professional and capable internal sales force
  • Current life insurance capacity of $200 million for qualifying individuals, due to strategic insurer and reinsurer relationships
  • Ability to secure coverage for qualified Ultra High Net Worth persons residing in more than 150 countries
    • Insured clients residing in over 50 countries
  • Perennial top producer for multiple insurance carriers

Customized Individual & Corporate Life Insurance Planning Solutions:

  • Customized planning, solicitation and product development processes to meet individual market needs
  • Centralized strategic planning group, dedicated to global and local products and markets
  • Full spectrum of private placement capabilities ranging from very low to ultra high net amount at risk solutions
  • Solutions delivered via highly experienced sales consultants dedicated to serve financial institutions and their clients
  • Innovator of the international corporate owned life insurance market

Preeminent Product & Carrier Development Resources:
  • Play an integral part in the development of most major offshore life insurance carrier’s global UHNW business
  • Develop proprietary offshore life insurance products exclusively for IPG referral partners and their clients
  • Established and/or managed 8 non-US life insurance carriers, including: Amedex Life, Bermuda; Citigroup International Insurance, Bermuda; Confederation Life, Bermuda; New York Life Worldwide, Bermuda; Pan American International Insurance Company, Cayman Islands

Global Referral Partner/Client Relationship Enhancement:

  • Referral agreements with 15 of the world’s largest and most prestigious financial institutions and brokerage firms.
    • Proven to enhance financial institutions’ ability to meet the generational wealth transfer planning needs of their global clients.
  • IPG University, a proprietary training program customized to address the needs and opportunities of each referral partner.

Established business management and security processes

  • Compliant legal opinions for life insurance solicitation in over 50 countries.
  • Strict privacy and security protocols in place to maintain the highest standard of client protection and comply with individual referral sources privacy and security requirements.
  • Solution development and maintenance processes which follow strict client suitability and best practices standards.
  • State-of-the-art technology platform to support existing business and anticipated rapid growth
    • Includes Bermuda servers, intrusion prevention, encryption software, system firewalls, anti-virus/anti-spy ware and VPN.

Unique Perspective and Understanding of Global Market Landscape

  • Proven global insight into the changing market landscape and emerging wealth trends.
  • Leading authority on Asian life insurance planning opportunities.
  • Early to recognize planning trends for existing and emerging markets and quick to develop solutions for regions such as the Middle East, Latin America and Europe.