IPC Estate Services adheres strictly to its values and provides Advisors with opportunities to build their wealth and the wealth of their clients.

Own an independent business:  IPC Estate Services believes that the best person to control an Advisor’s business is the Advisor.  The firm is there for Advisors when needed, but allows Advisors to independently own, operate and control their business.

Superior support:  IPCES fully supports Advisors in their journey to grow and maintain a successful business.  Support is only a phone call or an email away.  IPCES’ service team consists of high-energy and experienced marketing and product specialists.  The team provides research, product comparisons and advanced sales support that enables Advisors to deliver optimal solutions and meet the unique needs of their clients.

Training, Education & CE Credits:  IPCES’ training programs are designed to help Advisors grow their business and to fully integrate products offered into an Advisor’s practice for optimum efficiency and profitability.  All sessions are sales and concept driven.  Regular Continuing Education (CE) Credited conference calls are accessible from anywhere in Canada.

All of this and more makes IPC Estate Services the National MGA Of Choice.

Insurance Products

IPC Estate Services offers a wide array of products for its Advisors and takes a neutral approach to products and manufacturers.  Advisors are never pressured into offering products that are not suitable for their clients.

IPC Estate Services has many distribution partners:

• Access
• Acure Health
• Axa
• AIG
• BMO Insurance
• Canada Life
• Desjardins
• Empire Life
• Equitable Life
• Industrial Alliance
• MAI
• Manulife Financial
• Pacific First
• RBC Insurance
• Standard Life
• Transamerica
• Unity

IPC Estate Services helps its Advisors strengthen their practice in all of the product line opportunities, making their business more valuable and less susceptible to attrition.

E-Newsletter & Carrier Updates

Insurance Advisors with IPC Estate Services have access to a monthly e-newsletter and to a weekly Carrier Update.

As part of its commitment to Advisors and their practice, IPC Estate Services sends Advisors a weekly email summarizing the latest insurance carrier updates.

The Carrier Updates help Advisors stay informed and also provide new tools that can be implemented in to their practice immediately.

Secure Website

IPC Estate Services Advisors can access a secure website containing news, forms and information from corporate Head Office.

This internal site delivers one-stop access to corporate and industry news, policies, manuals and forms, training & development opportunities and links to valuable online resources for Advisors.  It also provides professionally written marketing and educational tools for Advisors and for Advisors’ use with their clients.

Back-Office System

WealthServ is a complete and innovative back-office solution for IPC Estate Services Insurance Advisors that tracks pending and in-force life insurance and GIC business.

As an Internet-based financial software solution and strategic productivity tool, WealthServ consolidates various aspects of an insurance business into a single system, and provides 24/7 access with the following features:

• “Real time” view of all pending business from any online access
• Easy access to all documents, scanned into the system and viewable from any access location
• Follow-up feature that enables Advisors to keep cases on track
• Client policies linked to one file for easy “at a glance” detail on each portfolio
• Reporting feature
• Easy to use

WealthServ does not require expensive hardware or servers for installation, nor does it require subscription to expensive server production facilities.

Advisors enjoy the benefits of using WealthServ immediately after subscribing.

More information is available at the WealthServ website.