Success has nothing to do with what you gain in life or accomplish for yourself.
IT'S WHAT YOU
DO FOR OTHERS.
Danny Thomas
Founder of St. Jude's
Success has nothing to do with what you gain in life or accomplish for yourself.
IT'S WHAT YOU DO FOR OTHERS.
Danny Thomas
Founder of St. Jude's
THE WORD "SUCCESS" IS A POPULAR ONE IN OUR INDUSTRY
THE WORD "SUCCESS" IS A POPULAR ONE IN OUR INDUSTRY
and there's a good reason for that.
and there's a good reason for that.
Everyone wants to close a case successfully, to succeed in growing their practice, to enjoy the reputation that being successful brings. Can our practice be considered a success? If we’re going by traditional standards—yes.
... But that's not how we view things.
We started Insurance Planning Advisors because we wanted to build something with value, an environment where we could partner with motivated financial advisors to provide effective solutions for their clients—and meaningful growth in the advisors’ practices.
Our core ethos revolves around education and action, not personal profit. And that’s something that will never change.
Everyone wants to close a case successfully, to succeed in growing their practice, to enjoy the reputation that being successful brings. Can our practice be considered a success? If we’re going by traditional standards—yes.
... But that's not how we view things.
We started Insurance Planning Advisors because we wanted to build something with value, an environment where we could partner with motivated financial advisors to provide effective solutions for their clients—and meaningful growth in the advisors’
practices.
Our core ethos revolves
around education and
action, not personal
profit. And that’s
something that
will never
change.
OUR
STANCE
As the saying goes, "actions speak louder than words."
Every practice lives by a set of core principles, and ours is no exception.
However, our mission statement goes beyond vague ideologies; instead, we want our values to be defined by the concrete actions we take when working with others.
Because at the end of the day, it doesn’t matter what our business card/value proposition says/claims if we fail to live by the tenets we set forth.
OUR TEAM
PROFESSIONALISM. FRIENDSHIP. TRUST.
In many ways, the decision to form Insurance Planning Advisors was an inevitability. The four of us share a deep friendship, one fueled equally by similar interests as it is by professional ambitions.
WHAT WE
OFFER
Through our strategic partners at The Pinnacle Group, we can offer advisors and clients alike an extensive repository of planning resources designed to better equip us in our mission to assist in the protection, accumulation, and transfer of wealth.
WHO WE
WORK WITH
We view the advisors we work with as trusted colleagues, individuals who share a common goal of assisting and implementing strategic plans for clients to the best of their abilities. That’s why we won’t work with just any advisor.
LET'S GET STARTED
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