International Planning Group
Martin (Marty) Klein, MBA, has a diverse background in account management and financial services. At American Fidelity since August 2020, Martin has advanced through positions from Senior Account Manager to Executive Account Manager, demonstrating strong capabilities in managing client relationships and driving business growth. Concurrently, Martin has been with Prudential Advisors since April 2018, serving as a Financial Professional and previously as a Financial Professional Associate, where expertise in financial planning and advisory services has been developed.
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International Planning Group
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.