General Business

International Planning Alliance Earns Top Honors

Shrewsbury-based International Planning Alliance, LLC (IPA), one of the nation’s largest mutual life insurers and a leading provider of employee benefits, has been named the Disability Insurance Brokerage Agency of the Year by Guardian. The award is given to the agency with the highest disability insurance brokerage sales.

Receiving the award at Guardian’s General Agent (GA) Conference were Chairman Gerald Clericuzio, Chief Executive Officer (CEO) David Alter, and Executive Vice President (EVP) Anthony Campanile.

IPA disability insurance (DI) producers drove $3,017,217 in new DI sales in 2021 delivering 1,111 policies. Moreover, IPA has two Disability Insurance Specialists in the top ten in Multi-Life Disability Insurance sales within the Guardian Network, including the #1 ranked DIS disability insurance sales performance.

“Receiving this award reflects our commitment to the independent financial professional community,” says CEO David Alter. “We are grateful and look forward to continuing this valued and respected partnership.”

The IPA Brokerage Team collectively brings over 300 years of experience to producer service with the goal of empowering financial professionals and specialists to provide protection and long-term planning for their clients.

International Planning Alliance is devoted to helping individuals, families, and business owners achieve their financial and personal goals. IPA’s mission is to provide customized and innovative solutions that enhance financial confidence and build wealth. IPA’s team of Financial Advisors, Insurance Agents, Business Planning, and Wealth Management Professionals are committed to delivering superior client service.

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