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International Planning Group Employee Directory

InsuranceMassachusetts, United States51-200 Employees

International Planning Group (IPG) operates in the insurance sector, concentrating on life insurance-based wealth structuring and transfer planning for high net worth individuals and families. The firm also designs and funds executive benefit solutions for companies worldwide. Together, these services address complex wealth management needs and corporate benefit planning for its clients.

Headquartered in Wellesley, Massachusetts, IPG is a mid-sized firm with a global reach. In May 2026, IPG was acquired by 1291 Group, a Swiss-founded independent insurance broker, marking a recent strategic development.

Find International Planning Group employees' phone numbers or email addresses

International Planning Group Global Highlights

Location
Employees

North America
97

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  • United States Of America
    97

Asia
6

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  • Singapore
    5
  • Indonesia
    1

Africa
1

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  • Zambia
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

International Planning Group's Leadership

  • Stylized image of a person
    D. W.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. F.
    Vice President Information Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. N.
    Vice President Global Client Service
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M. B.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Head Of International Desk
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Senior Vice President
    Phone icon
    Mobile Phone

International Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Administrative
  • Business Development
  • Community & Social Services
  • Support
  • Other
  • Finance
  • Information Technology
  • Banking
  • Consultant

Contact profiles from International Planning Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. M.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMaryland
    Mar 24, 2026
  • Stylized image of a person
    D. H.
    Executive Assistant
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 16, 2026
  • Stylized image of a person
    D. W.
    Financial Professional Associate
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    May 30, 2026
  • Stylized image of a person
    D. H.
    Executive Assistant
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Nov 10, 2025
  • Stylized image of a person
    B. T.
    Account Executive
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 25, 2026
  • Stylized image of a person
    A. S.
    Regulatory Specialist
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 17, 2024
  • Stylized image of a person
    C. M.
    Financial Professional Associate
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Oct 18, 2024
  • Stylized image of a person
    D. L.
    Pension Transfer Specialist
    Phone icon
    Mobile Phone
    United KingdomEdinburgh
    Jan 12, 2023
  • Stylized image of a person
    E. D.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Oct 17, 2024
  • Stylized image of a person
    H. H.
    Agent
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is International Planning Group known for?

Minus sign iconPlus sign iconInternational Planning Group was founded in 1992 operates in the Insurance industry. The company's main headquarters is located in 62 Walnut Street First Floor Wellesley, Massachusetts 02481 United States; you can contact the main corporate office by phone at
+1-781-237-****
. Explore International Planning Group's company overview page for more information.

What is International Planning Group's most common email format?

Minus sign iconPlus sign iconInternational Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more International Planning Group email formats with LeadIQ.

How many employees does International Planning Group have currently?

Minus sign iconPlus sign iconInternational Planning Group has approximately 65 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are International Planning Group's key employees and leadership?

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As of July 2026, International Planning Group's key employees include:

  • Chief Operating Officer: D. W.
  • Vice President Information Technology: D. F.
  • Vice President Global Client Service: L. N.
  • President: J. M. B.
  • Head Of International Desk: R. M.

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