CALGARY, March 28 2011 – PPI Solutions Inc. is pleased to announce a strategic alliance agreement with IPG Insurance Inc. of Ottawa. The agreement offers IPG’s advisors access to the extensive resources of PPI Solutions.
PPI Solutions, in conjunction with PPI, has and is developing a suite of advisor tools – The PPI Solutions Toolkit. Each unique tool assists advisors in building an effective, compliant and efficient practice. In addition, PPI Solutions and PPI are working with several insurance companies to develop specialty products paired with PPI’s unique marketing support software (the PPI Solutions Toolkit) that will only be available to PPI Solutions advisors. The life licensed advisors doing business with Independent Planning Group will have full access to both the proprietary PPI Solutions Toolkit and the dynamic suite of products only at PPI Solutions.
“We are very excited about our new strategic alliance with PPI Solutions. We’ve long recognized PPI as a leader in the insurance industry with impressive sales and marketing support that’s helping thousands of advisors across Canada grow their businesses,” says Allan Bulloch, President of IPG Insurance Inc.
PPI, through its marketing arms, PPI Advisory and PPI Solutions, is Canada’s pre-eminent insurance distributor supporting advisors working in both the high net worth and mid markets, (respectively). Both companies are strong industry leaders with thirty plus year track records in comprehensively supporting advisors to make their practices more successful.
“Ottawa was identified as a city PPI Solutions wanted to expand into and this strategic alliance allows us to fulfill that goal. For over 8 years now we’ve worked with Allan Bulloch and the team he’s put together in Ottawa and this truly was a natural fit for our PPI Solutions Ottawa planned expansion,” commented Jim Virtue, President of PPI Solutions.
IPG Insurance Inc. is the insurance arm of Independent Planning Group Inc., one of the largest independent mutual fund dealers in Canada. Since 1990, Independent Planning Group has offered independent financial and insurance advisors innovative technology, support and compliance to operate and grow their businesses their own way. “In addition to the extensive offering from our dealership, technology firm, and mutual fund company, our new alliance with PPI Solutions further enhances our value position with the addition of PPI Solutions unique technology tools, service and support,” Vince Valenti, founder and President of Independent Planning Group, was quoted as saying.
About PPI Solutions
PPI Solutions, combes the strengths and resources of two of Canada’s largest MGA’s, Financial Management Group and PPI Financial Group to create a new standard in service and support to our Advisors and Planners. FM Group is well known for its service excellence and has been providing services to Advisors since 1978. With a national footprint, but local focus, we tailor support services to our individual Brokers’ needs. We are a full service Brokerage offering all of the major Insurance Company contracts. Our staff are experienced and professional with a strong customer service focus. PPI was formed in 1978 and is well known for their industry leading expertise in product and sales tool development. It’s advanced marketing consultancy group is widely recognized as the best in the industry. www.ppisolutions.ca
