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.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

More Newsletters →