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, New Business/Client Service Coordinator
*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
Todd S. Healy, CLU, ChFC, AEP
Principal
Mr. Healy is the principal that leads the Business Succession, Estate Planning and Charitable Planned Giving practice for IPS Advisors. His 25 years of experience and involvement in the industry allows him to provide quality services and outstanding advice to clients. Originator of The Perpetuator Process™, Mr. Healy integrates a well-defined, strategic approach to meeting his clients’ needs. Mr. Healy is published in the Society of Financial Planning Professionals Journal and in the CCH publication, Practical Estate Planning. He served on the board of directors of the Association for Advanced Life Underwriting and chaired its Charitable Planning Committee. Mr. Healy has been active in the Corpus Christi, San Antonio and Dallas Estate Planning Councils. He has conducted continuing professional education classes for Texas CPAs and addressed the State Bar of Texas annual meeting on the subject of Advanced Estate Planning.
Experience:
Business Succession Planning
Estate Planning
Charitable Planned Giving
Education:
University of California at Berkeley, Bachelor of Arts and Masters of Social Work
Professional Accreditations:
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Accredited Estate Planner (AEP)
Registered Representative and Investment Advisor Representative with NFP Securities, Inc.
Memberships:
Association for Advanced Life Underwriting (AALU); Past Board Member
AALU Charitable Planning Committee; Past Chairman
National Association of Philanthropic Planners (NAPP); Board Member
National Society of Financial Service Professionals; Past Board Member
Partners Financial; Founding Member; Board Member
Commerce Clearing House (CCH); Contributing Editor
National Association of Insurance & Financial Advisors - Corpus Christi Chapter; Past President
Society of Financial Service Professionals - Corpus Christi Chapter; Past President
Corpus Christi Estate Planning Council; Past President
Society of Financial Service Professionals - Dallas Chapter
National Association of Insurance & Financial Advisors - Dallas Chapter
Dallas Estate Planning Council, Board Member
Registered Representative and Investment Adviser Representative of NFP Securities, Inc.
Published Articles:
CCH - Practical Estate Planning
Journal of Financial Service Professionals
Family Business
Contact:
Malinda Perryman, New Business Coordinator
Rebecca Bates, Executive Assistant
Suszanne Mutua, Marketing Assistant
Phone: 214.443.2400
Fax: 214.443.2424
E-mail: thealy@ipsadvisors.com
