Subject Matter Expert Support - IPI in San Antonio Texas
IPI’s subject matter experts provide an extraordinary level of support to financial consultants. They collaborate with you to develop tailored solutions for both clients and prospects. Our in-house professionals provide easy access to expert knowledge that helps you drive revenue.
IPI’s Insurance and Fixed Income Group isÂ available to assist you with case design, product positioning and sales strategy, research, hypothetical annuity illustrations and long-term care insurance quotes.
Our Wealth Management Services Group offers a full range of investment services for financial institutions, issuer affiliates and high-net-worth individuals including alternative investments such as equity-linked CDs, hedge funds, REITs, private placements, limited partnerships and private equity.