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Experience. Capabilities. Results.

International Planning Group (IPG) is a leader in the development of life insurance based wealth structuring and transfer planning solutions for high net worth individuals and families, as well as a pioneer in the design and funding of executive benefit solutions for companies worldwide.

Our Vision
Create, preserve and protect wealth over generations by delivering innovative customized wealth planning solutions to high net worth individuals and businesses globally.
Customized Solutions

To develop effective and innovative long-term strategies, IPG designs wealth planning solutions focused on your objectives that include the following key characteristics: 

  • Flexibility: Solutions are tailored to meet multiple short and long-term needs and to ensure suitability.

  • Transparency: Solutions are fully transparent and supported by contractual agreements.

  • Liquidity: Plans are designed to ensure access to liquidity when needed.

  • Security: Plan assets are managed by heavily regulated and highly rated international companies.

  • Efficiency: When properly structured, solutions may provide favorable tax and cost benefits

  • Exclusivity: Best in-class solutions only available to qualified high net worth clients.

1988
$35
 Billion
$1.5+ Billion
#1

New premium placed per year

Pioneered international high net worth market

Life insurance coverage placed

Perennial top producer with leading global insurers

97%

Industry leading client retention rate

100+

Market leading products available from dozens of providers

30+

Partnerships with the world's largest financial institutions

Global Leadership

© 2018 International Planning Group, Ltd.