Insurance Plus Planning

Your one stop for your clients Life, Disability, Long Term Care Insurance, and Planning Needs.

 

Let us help you grow your business. 
 
In a market full of boiler plate solutions from vendors, Insurance Plus Planning (IPP) stands apart.  We provide personalized service to those who understand the needs and goals of ther clients.  We bring knowledge and capabilitiy to help them attain their goals.  Everyone has products.  We have service.  You have heard this before, but in a short time you will know it is true.
 
IPP is comprised of independent advisors who enjoy access to:
 
·        A competitive product portfolio
·        A team dedicated to assist with advanced case design and sales concepts.
·        A very competitive compensation structure
 
We strive to anticipate market trends in order to meet the ever-changing needs of you and your clients.
 
Is this the place for you? 
 
IPP is for individuals and organizations that want a relationship with a company as well as the support and service that they desire. If you think IPP may be right for you, contact us at 1-800-709-4279. We look forward to hearing from you.
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

More Newsletters →