At Independence Planning Group, we recognize that we have two types of clients, both of whom we treat with precedence. Our external clients are the business owners, individuals, and families we serve and protect financially. Our internal clients are our agents who enable us to touch these lives.

Our mission is to be the employer of choice in the financial services industry. By cultivating a “greenhouse” environment, our agents and staff can grow professionally and personally while achieving their financial dreams and goals. This is accomplished through utilization of strong foundations and the country’s best financial service companies and product lines.

The IPG Experience

We are proud to create a positive IPG Experience accomplished through servant leadership and strong foundations. This winning combination for financial service professionals provides the tools and support needed to achieve their highest level of success and happiness.
 
The Foundations of Independence Planning Group

• Specialists and Support Staff: Provide expertise and assistance in the areas of career development, disability income insurance, investments, training, administrative support, accounting, business planning, marketing, and compliance.

• The Economic Edge: A wealth creation process which takes clients from current economic analysis, to wealth protection, identification of future needs and goals, and culminates with the creation of a customized Economic Blueprint that coordinates assets with strategies that meet changing needs.

• The Advocacy System™: Promotes success through long-term client relationships and social responsibility.

• Advanced Marketing Firm™: A Team selling approach with proven results of greater agent success and increased sales.

• Innovative Marketing Initiatives: Provide lead generating opportunities and positions our agents in front of target markets to drive their business.

• Career Development: Our growth and development program that includes everything from orientation and transition to coaching, training, and continuing education.

1.         Basic Training
2.         Development Into Mature Advisor
3.         Team Selling Track
4.         Management Track
5.         Specialist Track

• Products & Services: Enables development of the most efficient strategies designed to successfully accumulate, distribute, and preserve wealth through a variety of quality products.

• Comprehensive Compensation Package: An extensive and attractive package including highly competitive renewal compensation.

If you are interested in pursuing a career with Independence Planning Group please contact Michele DePaul for a temporary user name and password to access the LIMRA Career Profile+.