About Us

The Baker Companies is a recognized leader in providing corporate solutions including the evaluation, design, funding, implementation and servicing of qualified and non-qualified benefit plans. We facilitate corporations in managing the funding costs of their retirement income strategies, using a consistent process and the most effective products available. Additionally, we assist our financially sophisticated individual clients with tailored solutions that meet their precise planning goals and objectives, whether for personal or business needs.

Jon M. Baker, Sr. is the founder, Chairman & CEO of International Planning Group (IPG), a global life insurance broker focused on meeting the wealth planning needs of high net worth individuals. Since 2005, Mr. Baker has overseen IPG’s growth in distribution revenues by 400% to an estimated $60 million for 2011, while expanding the number of IPG’s producing referral partners from 3 to 15. Total in force coverage during this period increased from $5 billion to $13 billion with persistency in excess of 97%.

Mr. Baker's full biography.

Expertise and Innovation

Over a quarter century of experience allows us to deliver unrivaled planning solutions and innovative product design to corporate and individual clients.

Leadership and Reputation

A reputation for excellence and leadership in negotiating optimal product designs and pricing from the most highly rated life insurance companies and financial institutions.

Transparency and Due Diligence

Documentation of each step taken in the process of understanding the issues and implementing the correct solutions differentiates us as industry leaders.

Service Excellence

Our professional staff and fully integrated policyholder systems enable clients to enjoy unparalleled ongoing service of their plans and policies.