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.