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Dive into July!

As we move through the summer season, we’re pleased to share the latest developments, achievements, and upcoming initiatives shaping our work at IFG. This month’s edition features key updates from across our teams, highlights from recent projects, and a look ahead at what’s on the horizon.

We remain committed to keeping you informed and engaged with the progress we’re making together. Thank you for your continued support and partnership.

Let’s explore what July has to offer!

What you can find in our July edition:

• Carrier Reminders

• IFG Marketing Oversight Reminders

• Meet the IFG Team

• IFG Trainings

• Healthcare in the News

Carrier Reminders

Timely Response to Requests

As a reminder, agencies are required to respond to all requests, including but not limited to complaints, CTMs, and audits, in a comprehensive manner with detailed information by the specified due date. If additional time is required to address a request, please ensure that you promptly acknowledge receipt of the email along with your request for additional time.

Timely and thorough communication is essential to maintaining carrier compliance requirements.

*Failure to respond may lead to IFG issuing a corrective action, carrier’s withholding commissions, or deeming an allegation founded.

Cigna - Call Closing

Prior to ending the call, all agents must ensure the beneficiary understands the following:

• When to expect their plan benefits/details in the mail

• Enrollment/Confirmation code

• Carrier’s name and CS phone number 

IFG Marketing Oversight Reminders

Compliance Corner: The Importance of Reporting Compliance Matters

At Innovative Financial Group, upholding the highest standards of compliance is fundamental to our mission and reputation. We rely on every team member to promptly report any compliance concerns, potential violations, or observed issues. Early reporting ensures we can address risks proactively, maintain ethical business practices, and adhere to all regulatory obligations.

Your commitment to reporting compliance matters is essential in preserving our organization’s integrity and protecting our clients. Should you encounter or suspect any compliance-related concerns, please report them promptly to compliance@teamifg.com. Your cooperation is essential in supporting our compliance efforts and safeguarding our reputation.

Meet the Team

Adam Rees

Adam Rees leads with one guiding principle: Never Give Up. A native of Dillsburg, Pennsylvania, Adam’s journey has been defined by resilience—from overcoming a life-changing football injury in high school to building a successful career across politics, entrepreneurship, and insurance.

After studying government at Campbell University and working as a speechwriter on Capitol Hill, Adam launched his own marketing firm. Eight years later, he joined forces with his brother Tyler and close friends to co-found Innovative Financial Group.

Adam believes deeply in the power of real human connection. He leads with empathy, focusing on helping others grow and succeed. His approach to leadership is rooted in kindness, development, and a genuine care for the people around him.

Peter Walker

Peter Walker has been an integral part of IFG for over five years, bringing a wealth of experience and dedication to every role he holds. Currently serving as Head of Medicare Sales, Peter plays a key role in strengthening our relationships with partners and driving strategic growth in the Medicare space.

With a strong background as a National Sales Director, Peter has a proven track record in the insurance industry. His expertise spans Medicare Advantage, Medicare Supplements, Prescription Health Plans, Health and Life Insurance, and exceptional customer service. His deep understanding of the industry and commitment to excellence make him a trusted leader and resource within our team.

Peter is a proud graduate of Kennesaw State University and continues to bring both strategic insight and a collaborative spirit to his work every day.

Jim Randas

With over 12 years of experience in the insurance industry, Jim brings a deep well of knowledge and leadership to his role as Head of Life Sales Distribution at IFG. Though he’s been with IFG for just under a year, his impact is already being felt through his strategic insight and passion for building strong, scalable systems.

Jim’s career has been marked by the successful development of multiple agencies across various IMOs, along with the creation of robust recruiting and training platforms. His expertise lies in final expense insurance, where he’s built a reputation for excellence and innovation.

Outside of work, Jim is a true jack of all trades. He plays multiple instruments, enjoys working on cars and motorcycles, and spends his free time remodeling houses. His hands-on approach and creative mindset are evident both in and out of the office.

IFG Trainings

Agent Marketing & Communication Training

We’re excited to offer Agent Marketing & Communication Training sessions throughout July—designed to provide agents with essential compliance guidance when submitting marketing and communication materials for review.

Whether you’re new to the process or looking for a refresher, we encourage you to attend so that we can help you understand submission expectations, avoid common errors, and ensure your materials meet CMS requirements in advance of the upcoming AEP season.

Thursday, July 24th @ 3:00pm EST
Link to Register: HERE

Keep an eye out for new IFG trainings, announcements coming soon!

Healthcare in the News

Medicare Advantage Quality Bonus Payments Will Total at Least $12.7 Billion in 2025

Jun 12, 2025

5 Takeaways From Health Insurers’ New Pledge To Improve Prior Authorization

June 24, 2025

Many Older People Embrace Vaccines. Research Is Proving Them Right.

June 23, 2025

IFG Mission Statement

At IFG, we are driven by our core values of Innovation, Collaboration, Accountability, and Execution. We empower our agents, agencies, and associates to achieve meaningful results by leveraging cutting-edge technology and resources. With an unwavering commitment to excellence, we strive to exceed our partners’ expectations and deliver an exceptional experience to every beneficiary.

For agent-use only and must not be distributed.

FOR AGENT USE ONLY | MULTIPLAN_IFG_GISHOUEW_25_C