Matt Lippert - IG Wealth Management

05/31/2022

Wealth protection is a permanent concern, so it requires permanent solutions. Permanent insurance can preserve, equalize and maximize your estate. Check out this article to learn more:

September 17, 2020 Permanent life insurance: A tax efficient tool used by many affluent families When we are young, life insurance is used to protect our family by providing money to replace our income. However, as we approach retirement our need for income replacement lessens and the focus switches...

05/30/2022

An important foundation of your retirement plan could be a life annuity that may provide a guaranteed foundation for your retirement income.

05/26/2022

We monitor your coverage as your life evolves, to make sure your protection complements your lifestyle so that you’re always receiving the absolute best value from us.

05/24/2022

Insurance does more than protect you. It is also an opportunity to accumulate additional savings for retirement or to leave more of your wealth, tax-free, to the people or causes you care about.

05/24/2022

You may not need insurance for income replacement anymore. But you might buy life insurance to boost your estate. Check out this article to learn more: https://buff.ly/3Ne6asl

You may not need insurance for income replacement anymore. But you might buy life insurance to boost your estate.

05/19/2022

Join us TODAY at 2pm ET for an in-depth look at the finances of a family vacation property, including transfer to the next generation. Vacation properties at home or abroad are central to the family experience. Click here to register for this live webinar:

Thursday, May 19, 2022 at 11:00 AM Pacific Daylight Time.

05/18/2022

Your Living PlanTM has a retirement forecaster that calculates a monthly income from all sources, so you'll know exactly how much you can spend. We're here to help. Ready to start? Reach out today.

05/17/2022

Insurance policies for managing risks to your financial plan like life, critical illness or disability are important to protecting your family from an unforeseen loss of income or from unplanned expenses. Ready to start? Reach out today.

05/16/2022

Customized strategies to grow and protect the wealth you've worked hard to build. Let's talk about your options.

05/14/2022

Can the markets ever get to the point where they feel so bad, they're good?
Join IG Wealth Management's Chief Investment Strategist, Philip Petursson, for The Living Market Podcast for a 7 minute deep dive into market perspective:

Hosted by Philip Petursson, Chief Investment Strategist at IG Wealth Management

05/13/2022

Vacation properties at home or abroad are central to the family experience. Join us on May 19th for an in-depth look at the finances of a family vacation property, including transfer to the next generation. Click here to register for this live webinar:

Thursday, May 19, 2022 at 11:00 AM Pacific Daylight Time.

05/07/2022

Chief Investment Strategist Philip Petursson says in his first quarter market review that, aside from the “uncertainty of geo-political risk”, that the outlook for 2022 remains promising. Read more:

"Many equity indices suffered a correction, bond yields climbed sharply; however, market volatility creates opportunity." - Philip Petursson,"Many equity indices suffered a correction, bond yields climbed sharply; however, market volatility creates opportunity." - Philip Petursson