Welcome to the International Planning Alliance Blog, IPA Ideas! We are grateful to have you as part of the IPA community. Through our blog, we will share professional insights to help educate you on financial, insurance, and business-related topics. Moreover, our financial professionals will share personal stories that have shaped their Protection First philosophy.
For many Americans, the uncertainty and lack of financial stability over the last year has prompted a second look at their retirement plans. Annuities have made their way to the forefront of these conversations due to their ability to...Read More
Critical thinking skills are highly sought after in today’s workforce. The ability to quickly identify issues that may be impeding business success and to introduce strategies that improve individual and enterprise-wide...Read More
I love what I do for a living. I love talking to all kinds of people about building wealth and discovering what is important to them. I love learning how we can create the future they desire by conscious money moves. The part of my job...Read More
Providing brokers and producers with the tools and knowledge to protect clients with Disability Insurance and Long-Term Care Insurance is a personal and professional passion. I love what I do. Why? Because I love helping people. When...Read More
The home buying process can be complex and confusing. I get it. Perhaps you’ve taken some sound purchasing steps, even made key decisions: obtaining pre-approval for your mortgage, finding the perfect house that fits your...Read More
I've been working with Disability Insurance (DI) for 25 years. I've been involved in sales, underwriting, customer service and claims. I've helped thousands of people get or maintain their coverage. With that being said, I was like...Read More
I have been in the financial services industry since 2015. Prior to that, I worked with my father managing the operations of our family’s plumbing supply company in Kingston, New York. Being the son of a successful entrepreneur...Read More