Jon Michael Baker, Jr.
Jon Michael Baker, Jr. has over 15 years experience advising and selling high net worth individuals, life insurance based, generational wealth transfer planning solutions. Specializing in international markets and based upon extensive legal and tax research including complex cross-border issues, Mr. Baker designs complex total wealth planning solutions for families and their family-owned businesses worldwide. Frequently, these solutions are funded by a mix of highly competitive and cost-effective domestic and offshore life insurance products. Additionally, Mr. Baker assists international corporations in structuring and funding executive compensation and benefit methodologies for both their domestic and international executives.
Mr. Baker is responsible for overall management of International Planning Group’s (IPG) worldwide wealth structuring and transfer planning consultant sales force as well as its institutional relationships worldwide. Mr. Baker also oversees IPG’s worldwide market and product development area.
Mr. Baker began his career with Metropolitan Life Insurance Company in the Boston Group Sales office in 1989. As Account Executive, he sold life, health and disability coverage to companies with 500 or more employees, building and managing a substantial book of business.
In 1993, Mr. Baker joined IPG as Account Manager for Individual Markets, responsible for building a captive distribution network of a select number of highly qualified, top producing agents worldwide. Promoted to International Sales Manager in 1994, he was responsible for establishing relationships with major financial institutions and the company’s sub-agents. In 1998, Mr. Baker became Senior Vice President and began managing IPG’s strategic relationships with worldwide financial institutions and professional advisors.
In 2004 Mr. Baker became President as well as a member of IPG’s Board of Directors, where in he participates in setting the strategic direction of the company and overseeing its implementation.
Mr. Baker has been a featured speaker at many international life insurance symposiums and conferences as an expert on the subject of Wealth Transfer Planning and Business Succession, Offshore Trusts and Employment Companies, and Supplemental Executive Benefit methodologies. Mr. Baker Jr. is also frequently asked to consult with international law firms, insurance carriers, reinsurance providers and financial institutions.
Mr. Baker graduated from Georgetown University School of Business in 1989 with a degree in Marketing.