Principals
Rod Sager, CLU
Principal
With over 30 years of experience, Mr. Sager brings extensive Estate, Wealth Transfer and Family Office planning to IPS Advisors. His industry knowledge and expert advice have benefited many Individual Clients and Family Offices in helping to achieve their goals. As Managing Principal, Mr. Sager also oversees the service and products offered by the professionals at IPS Advisors. Mr. Sager is an active member of the industry organizations serving on several boards: Dallas Estate Planning Council, Past President of Dallas Chapter of Society of Chartered Life Underwriters, Association of Advance Life Underwriters (AALU). He currently serves as a National Director with AALU based in Washington DC. A published author in the National Journal of Accountancy, he is also involved in community organizations such as past president of Ronald McDonald House of Dallas, Chairman of the Family Assistance Foundation and Past Committee Member of the University Park City Government Committee.
Experience:
Business Succession Planning
Estate Planning I Wealth Transfer
Alternative Insurance Funding
Education:
University of Missouri, Bachelor of Science
Professional Accreditations:
Chartered Life Underwriter (CLU)
Registered Representative with NFP Securities, Inc.
Memberships:
Million Dollar Round Table; Life and Qualifying Member
Top of the Table;Qualifying Member
Association for Advanced Life Underwriting (AALU); Director
Family Assistance Foundation (Support Organization of Ronald McDonald House); President
Ronald McDonald House of Dallas; Board Member; Past President
Dallas Chapter of Financial Service Professionals; Past President
Dallas Estate Planning Council; Past Board Member
National Financial Partners; Past Advisory Board Member
Partners Financial; Past Board Member
University Park City Government; Past Committee Member
Equity Bank of Dallas; Director
Published Articles:
National Journal of Accountancy
Life Insurance Selling
Contact:
Kimberly Klumb, Executive Assistant
Renata Searcy, Director of Advanced Marketing
Jennifer Hester, Senior Marketing Assistant
Amy Blanchard, Senior Client Service/Case Design Support
*Registered Representative with NFP Securities, Inc.
Phone: 214.443.2400
Fax: 214.443.2424
E-mail: rsager@ipsadvisors.com
Randall R. Martell, HIA, MHP, CBC
Principal
Mr. Martell, the principal leading the Employee Benefits practice, has over 28 years experience in Corporate Benefits Consulting. In addition to assisting large employers in their fight to manage rising health care costs, Martell provides consulting services to clients in the areas of performance reviews, flexible benefits, wellness reviews, health care financing alternatives and employee communications. Prior to joining IPS Advisors, Mr. Martell was director of Health and Welfare Benefits Consulting at Deloitte & Touche. He is also active in the community and serves as an Advisory Board Member for National Financial Partners, as well as having served many industry organizations.
Experience:
Performance Reviews
Cost Management
Health Care Financing Alternatives
Flexible Benefits
Benefit Design
Employee Communications
Education:
Sam Houston State University, Bachelor of Arts and Masters of Business Administration
Professional Accreditations:
Managed Health Care Professional (MHP)
Health Insurance Associate (HIA)
Chartered Benefit Consultant (CBC)
Memberships:
National Association of Health Underwriters (NAHU)
American Health Insurance Plans (Enrolled AHIP Program)
Dallas Association of Health Underwriters (DAHU); Former Board Member
Dallas Fort Worth Business Group on Health
Southwest Benefits Association
Contact:
Brent Weegar, Employee Benefits Specialist
Charlotte Starks, Marketing Assistant
Phone: 214.443.2400
Fax: 214.443.2424
E-mail: rmartell@ipsadvisors.com
