Experience. Capabilities. Results.

International Planning Group (IPG) is a leader in the development of life insurance based wealth structuring and transfer planning solutions for high net worth individuals and families, as well as a pioneer in the design and funding of executive benefit solutions for companies worldwide.

Insurance

International Planning Group

International Planning Group's headquarters in Wellesley, MA, United States

Agustin Perez

Shawn Cunningham

The Leadership Team at International Planning Group (IPG) is responsible for steering the company's strategic direction, overseeing key operational areas, and ensuring the delivery of innovative insurance-based wealth structuring and executive benefit solutions. This team is pivotal in driving growth, optimizing performance, and maintaining IPG’s market leadership through their combined expertise and visionary leadership.

Leadership Team

The Financial Planning and Professional Services team at International Planning Group (IPG) provides expert guidance in estate planning, wealth structuring, and transfer solutions for high net worth clients. The team collaborates closely to design customized life insurance strategies and executive benefit solutions, ensuring optimal financial outcomes for individuals, families, and companies globally.

International Planning Group

Org chart

Teams

Leadership Team

Financial Planning and Professional Services

Offices

International Planning Group

Org chart

Teams

Leadership Team

Financial Planning and Professional Services

Offices

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