RISK MANAGEMENT

Mitigate risks and provide added benefits to the clients who need it most.

Give your clients peace of mind with proper risk management solutions with IFP. Provide holistic estate planning, business planning and executive benefits consulting to high-net-worth individuals and business owner clients with added support through our Insurance Group and partners.

risk management
insurance and advanced planning

INSURANCE & ADVANCED PLANNING RESOURCES

Protection for your clients at any level.

IFP Insurance Group, in partnership with the Pinnacle Group, allows you a long list of suitable insurance products. From life, disability, and long-term care products to advanced resources suited for even the most complicated client needs, we’ve got you (and your clients) covered.

ANNUITIES

A shelf of options with added resources.

Beyond offering an extensive shelf of annuity products, we go further to provide curated informational resources, including Due Diligence Works and Annuity Rate Watch, so you have the most up-to-date and vital information needed to service your clients.

annuities

See what we can do for you

Frequently Asked Questions

Am I able to do fixed insurance business through IFP?

Yes, IFP’s insurance agency, The IFP Insurance Group, primarily partners with the Pinnacle Group to provide our advisors access to a robust platform of life, disability, and long-term care products from a widerange of high quality insurance carriers. In addition, Pinnacle serves as a gateway to a bevy of advanced planning experts to help address the more sophisticated business, estate, and taxplanning situations.

How does my fixed insurance business affect my payout grid?

As an added bonus, all commissionable revenue generated by our IFP-Pinnacle partnership will count toward an advisor’s total revenue production in determining their overall payout on their advisory business through the RIA and broker dealer.