Legacy Planning - IPI in San Antonio Texas

Life insurance, retirement planning, asset protection and other factors are intertwined and all play a role in minimizing taxes and maximizing protection for you and your heirs. From basic life insurance and asset distribution planning to complicated estate plans and trusts, your financial consultant works closely with the IPI Insurance Group to develop your personalized estate planning solution.

Our planning software presents scenarios for you and/or your spouse with a will, medical directive and/or power of attorney. It addresses issues relating to life insurance, leaving money to beneficiaries (how much and over what period of time), business exit planning, provisions for charitable giving and the tax implications of each decision. Where appropriate, your financial consultant will coordinate the development of an estate plan with your banker, attorney and accountant.

Sources and Disclosures

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC. The investment services offered by IPI are in no way affiliated with or offered by the bank or credit union where IPI may maintain an office. Customers work solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.

SB Value Partners, L.P. is a Registered Investment Advisor. SB Value Partners, L.P. is affiliated with Investment Professionals, Inc. SAB Partnerships are multi-cap, value oriented investment products. There is no secondary market nor is one expected to develop for investments in the funds. There may be restrictions on transferring investments. Funds may be speculative and may involve a high degree of risk. Investor could lose all or a substantial amount of his/her investment. Funds may have high fees and expenses that may reduce returns. Performance may be volatile. The funds are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for a bank or guaranteed by a bank and involve investment risks, including possible loss of principal amount invested.

1 Best Companies To Work in Texas Source: February issue of Texas Monthly Magazine. Study conducted by the Texas Association of Business, TSC-SHRM and Best Companies Group. Of eligible respondents, 60 companies were chosen in the state of Texas. The confidential survey, data and analysis were handled by an independent research firm.

2 Top Places to Work San Antonio: Survey conducted by Quantum Market Research.

3 Fast Track: Qualifying companies & completed questionnaires are tallied by certified public accounting firm, BDO USA (formerly Carneiro, Chumney) on percentage of revenue growth.

4 Employee Benefits Research Institute. 2012 Senate Committee on Banking, Housing & Urban Affairs Submcomittee on Economic Policy Hearing

5 Pew Research Center. The Sandwich Generation: Rising Financial Burdens for Middle-Aged Americans. January 2013