ABOUT IPA

WHO WE ARE

Insurance Planning Associates was founded in 1992 by Bruce Weinstein with a specific goal of providing top talent at various companies with exceptional benefits...

Through this approach, companies can recruit, retain and Reward KEY PERSONNEL driving their business to higher levels.

Bruce is passionate about building custom, competitive benefit packages that are flexible, unique and properly suited for every employee and business.

Over his 30+ years in this industry, he has formed numerous relationships with best of class providers that offer the IPA clientele superior benefit platforms.

 

WE KNOW COSTS ARE A CONCERN

Through revamping of the CORE BENEFITS Rising costs are addressed on both the employee and employer front. Many cases result in the EXECUTIVE BENEFITS being partially funded through the efficiencies created in the CORE BENEFIT ANALYSIS.

 

RETIREMENT PLANS THAT HELP YOU HELP EMPLOYEES (STAFF)

Retirement plans that enhance company loyalty rely on careful attention to individual needs of each employee. We have expertise planning, designing, and enrolling:

  • Profit Sharing Plans

  • Money Purchase Plans

  • Defined Contribution and Defined Benefit Plans

In addition, we provide affordable, specialty programs such as Employee Stock Ownership Plans and Investment Benefit programs that are easily adopted and managed to keep your best employees happy.

 

TAKE CARE OF YOUR EXECUTIVES AND THEY WILL STAY

 

Great employees and leadership are the backbone of all great companies.

Long term results are only possible with the most skilled, qualified team members.

Keep top talent from looking elsewhere or being poached by providing benefits that have impact and provide their happily ever after...