IDG was founded on the premise that collaborative relationships deliver superior planning solutions for ultra-affluent clients. We create unique experiences while lavishing advisors and clients with extravagant service.
Through our parent company, Ownership Advisors, Inc., we have access to a nationally renowned authority on the life insurance solutions for the ultra-affluent, M Financial Group. Our access to M Financial’s product expertise and carrier relationships, along with the collaborative design capability of the IDG team, positions us as a powerful advocate to clients and their planning advisors.
A Singular Focus
IDG’s sole focus is helping professional advisors enhance their ultra-affluent clients’ wealth transfer solutions with innovative, proprietary insurance products that cost less and perform better. These exclusive and proprietary insurance products are designed specifically for ultra-affluent clients. We work on behalf of professional advisors, enhancing their clients’ insurance policies and strategies.
By Introduction Only
We work with ultra-affluent clients via introductions from their professional advisors such as Certified Public Accountants, Lawyers, Wealth Managers and Family Office Advisors.
As president of Ownership Advisors, Inc., Richard founded Insurance Design Group as a division devoted exclusively to serving professional advisors. Richard is passionate about helping successful families manage, protect and transfer their total wealth. Richard is the creator of The PurposedWealth System, a unique process for affluent families and entrepreneurs to build alignment between financial wealth and life purpose. With over twenty years of experience, Richard has authored many articles on business succession and charitable estate planning. In addition to counseling his own clients, Richard successfully engineered his own exit strategy after more than 10 years with a prominent local family held business.
Richard may be reached by phone at 216-328-5534 or by email at richard@theIDGTeam.com
Connie Wilson brings over 25 years of years of experience in the financial services industry. She views her role as client advocate very seriously and brings to Insurance Design Group clientele a comprehensive understanding of the financial and estate planning needs of the ultra-affluent. In her position as Case Analyst, Connie manages large and complex life insurance transactions to insure that our clients have a great experience. Connie is in charge of gathering sensitive medical and financial information and making sure that confidentiality is protected throughout the process. She then packages this information for submission to a range of insurance companies to begin the process of negotiating for the best product and pricing on behalf of our clients. In her role as your advocate, she is there to help clients get the right product at the best price by having the top carriers in the country compete for their business. Connie is also responsible for making sure that once an insurance plan is in place, our clients continue to receive Raving Fan service for as long as they own the policy.
Connie may be reached by phone at 216-328-5534 or by email at connie@theIDGTeam.com
Marla LaMarca, CPA
Marla brings a strong sense of calm and confidence to our busy office. She loves to help people get and stay organized. Her skill with numbers and knowledge of tax is a great asset as she assists in creating individual Insurance Suitability and Sustainability Reviews (ISSR™) for our clients.
After graduating with her accounting degree, Marla spent several years with Arthur Anderson before being recruited by the founders of Matrix Essentials, to help run their family office. Marla’s experience includes working with other family offices and tax consulting.
Marla and her husband Gene live in Hudson with their two children who keep them busy with soccer, track and other sports. Marla enjoys photography, travel and spending time with her large extended family.
Marla may be reached by phone at 216-328-5534 or by email at marla@theIDGTeam.com