• Our Stance
  • Our Team
  • What We Provide
  • Who We Work With
  • Contact
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  • Our Stance
  • Our Team
  • What We Provide
  • Who We Work With
  • Contact
LOGIN
  • Home
  • Our Team
  • What We Provide
  • Who We Work With
  • Contact
  • Login
  • Home
  • Our Team
  • What We Provide
  • Who We Work With
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Open Quote

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

Open Quote

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.

SIMPLIFY Paper and pen Lightbulb Handshake Handshake SIMPLIFY Nobody understands jargon. When we sit down with advisors and their clients, we always strive to articulate complex planning strategies into language that can be easily understood by all parties involved. Binoculars OBSERVE Paper and pen Handshake Handshake Binoculars OBSERVE Every advisor is different, as are their clients’ needs. Our experience has taught us that it’s always better to listen rather than talk in order to get a clearer view of a client’s goals and motivations. Lightbulb RESPECT Paper and pen Two men Handshake Binoculars Respect For all of our relationships, we allow advisors to dictate our involvement according to their preference. We’re here to provide consultation, and we strive to enhance advisor’s relationships with clients, not undermine them. Lightbulb COMMIT Paper and pen Handshake Handshake Binoculars Commit Whether it’s the friendship those of us at IPA share, the deep connections we form with advisors who work with us, or the bonds we create with clients we assist, relationships influence every aspect of our practice. Lightbulb ACT Paper and pen Handshake Handshake Binoculars Act Once we’ve gotten to the root of a situation, you can always count on us to swiftly support you. Identifying a solution is one thing, but taking concrete steps to achieve it goes a step further in the right direction. Lightbulb Lightbulb Binoculars Handshake Handshake Paper and pen

Simplify SIMPLIFY Lightbulb Nobody understands jargon. When we sit down with advisors and their clients, we always strive to articulate complex planning strategies into language that can be easily understood by all parties involved. Observe OBSERVE Binoculars Every advisor is different, as are their clients’ needs. Our experience has taught us that it’s always better to listen rather than talk in order to get a clearer view of a client’s goals and motivations. Respect RESPECT Two men For all of our relationships, we allow advisors to dictate our involvement according to their preference. We’re here to provide consultation, and we strive to enhance advisor’s relationships with clients, not undermine them. Commit COMMIT Handshake Whether it’s the friendship those of us at IPA share, the deep connections we form with advisors who work with us, or the bonds we create with clients we assist, relationships influence every aspect of our practice. Act ACT Paper and pen Once we’ve gotten to the root of a situation, you can always count on us to swiftly support you. Identifying a solution is one thing, but taking concrete steps to achieve it goes a step further in the right direction.

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.

Meet our Team

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.

What we Provide

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.

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Insurance Planning Advisors