What We Do
The Problem
After 16 years in the Financial Services industry, I realized a clear understanding of what your client needs and wants is most important before looking for the best investment, insurance, or product. And the client’s need is often not in the agent’s area of service. However this did not stop me from helping my clients, I was relentless on referring the right professionals for my clients.
But once referred, I often lost control of the relationship and lost compensation.
The Solution
So, we built a platform to turn referrals into passive income and truly help others to succeed while building our own success.
Today, over 300 professionals from many different industries have joined IFG to share their success! Join us and see the true power of networking and passive income!
Our Vision
Since our founding in the depth of pandemic 2020, all of our focus has been directed to help business owners build success in their professions while creating the life they want to live. By leveraging a network of professionals, we truly mastered referral based marketing, and now we are bringing it to you.
We offer access to a diverse portfolio of insurance, retirement, savings, real estate, investments, consumer services and wealth-building strategies. Our licensed professionals across North America help guide business owners towards their goals by referring qualified clients. We are looking forward to helping you promote your business. Apply for membership today!
Our Principles
Integrity
Service
Collaboration
Giving
Bill Wang – CEO
Bill Wang received a Master of Computer Engineering degree at Stevens Institute of Technology. After graduating from SIT in 2005, he started his career as a System Integration Engineer for EMC. In 2006, Bill pursued an opportunity in Distribution and became an Financial Service Rep with Metropolitan Life Insurance Co., which allowed him to grow sales skills and create valuable relationships. In 2011, he was promoted to Sales Manager with New York Life and eventually took the managing director position with National Life Group. In addition to his career with captive Insurance companies, Bill discovered the need to expand financial services to full a service platform- IFG. Bill currently resides in Flushing, New York and IFG is expanding cross industries internationally, including insurance, real estate and mortgages, and other industries.
Words From Our Agents
Joan Wu是一位资深保险理财规划师，专门帮助客户利用高端保险产品设计理财策略。 With over 15 years of experience in financial services and full time commitment, Joan always put clients first.
Sheena Yu brings over 30 years of experience and expertise in financial planning. She is currently charged with providing support and expertise to IFG leaders and their staff throughout the US. This is accomplished through hosting and leading a wide variety of training as related to product knowledge, sales and recruitment, and most importantly, successfully building and retaining meaningful and long-lasting client relationships.
Jessica is a Senior Financial Planner Professional, specializing in helping clients implement investment strategies for lifestyle continuation during their retirement years. Working with high net worth families, she uses many different strategies to help clients reach maximum retirement income & protection benefits, eliminating many tax situations.
