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

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.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

More Newsletters →