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The International Planning Alliance Mission

Our purpose is to enrich the lives of the people we touch by providing a variety of financial products and services that can help minimize risk and increase assets potential. We help individuals and employers fulfill their responsibilities and build better tomorrow's by helping them toward meeting the needs of the markets we serve.

Our culture is based on an unwavering belief in integrity, fair dealings, and treating our clients and each other with dignity and respect.

We strive for excellence.

We take prudent risks and work together toward our success and profitability in the future.

We work hard to continually enhance our reputation for accessibility, professionalism, performance, and to maintain the depth and quality of our long-term, client relationships.

We endeavor to be valued as an industry leader in client satisfaction, sales growth, product performance, financial strength and productivity.