Training

Training

Videos

02/03/2022 RBC New Account Opening Training


02/17/2022 IPI TKA Due Diligence GW-K /Mellon


10/15/2021 IPI TKA Due Diligence Dundas- High Pointe


2/22/2022 Back To Basics


IPI - Advice Logics with Envestnet


IPI Back To Basics Annuity Suitability and Disclosure


IPI - Docupace Site Enhancements


IPI - Docupace Tips & Tricks


IPI - EPACS Electronic Signature


IPI - ePACS Integration with Redtail


IPI - ePACS integration with Salesforce Training


IPI - ePACS Navigating the Connect User Interface


IPI - ePACS NIGO Process


IPI - Market Update With Phil Kosmala - 2022-04-29


Morningstar Annuity Intelligence Platform


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Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
 
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.
 

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