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Services

Partnering for Success

In addition to the IPI Technology Suite and Wealth Connect Management Portal (our comprehensive set of technologies), Investment Planners offers additional assistance, products and services to grow, streamline and support our advisors' daily business activities.

These services include, but are not limited to
  • On-Site visits to your office
  • Technical support
  • Training for staff on products, services and technologies
  • Access to a full-suite of investment and financial planning products and services
  • Improving investment performance through high quality research
  • Managing of client assets efficiently and effectively
  • Advisor centric compliance office
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Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.

Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial advisors are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial advisors of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.

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