You have the choice to adopt IPI’s branding or retain your own as we find ways to promote your business.
Get your message out there and meet your client where they’re at.
We can partner with you to figure out your next steps, no matter your experience level.
Distinguish yourself as a valuable resource and avoid getting lost in the crowd. We have the tools to elevate your brand, social media presence, and other marketing materials, whether you use your own brand or the IPI brand. Our marketing team is dedicated to supporting your needs, and you will rarely incur additional charges for their expertise.
Determining your direction will help guide which efforts make the most sense for your business. We can work with you to craft a strategy and then execute upon it. Think of our marketing department as an extension of your team.
You decide how often you want to communicate with your clients or prospective clients, and we will deliver compliance approved materials for you in the format that works best.
From seminars to client appreciation events, we are here to assist with everything, including locations, speakers, agendas, PowerPoint templates, banquet and event orders, onsite management etc.
Serve Clients Without Worry
Make Powerful Decisions
Evolve With Strategic Growth
Advise Using World-Class Expertise
We want to see you succeed. Let’s talk about how our services can move your business forward.
Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340.
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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 professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals 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.