Get to Know Insights

This month, our “get to know” series once again moves beyond the walls of IPL’s offices as we introduce you to one of our partners.  This month, we sit down and talk to Sam Malik, Chief Insurance Officer at Arta Finance.

Read on to learn more about Sam and Arta Finance, how she came to her current position, what she wishes more people knew about PPLI and, of course, what she’s watching on TV these days.

This month, our “get to know” introduces you to the IPL team member who makes sure everything we do is done with the highest level of compliance. This month, we sit down and talk to Alex Phillips.

Read on to learn more about Alex, how he came to join us here at IPL, what he wished more people knew about PPLI and, of course, what he’s watching on TV these days.

This month, our “get to know” takes a bit of a different form as we introduce a father-son pair!  This month, we sit down and talk to Doug and Jonathan Gerrard of Gerrard Advisors. 


Read on to learn more about Doug and Jonathan, how they both came to work in the industry (and with each other), what they wish more people knew about PPLI and, of course, what their watching on TV these days.

This month, our “get to know” introduces you to theIPL team member who is key to making sure the proverbial trains are running on time and allows the team to provide the most innovative solutions to our clients. This month, we sit down and talk to Regan Riley.

Read on to learn more about Regan, how she came to IPL, what she wishes more people knew about PPLI and, of course, what she’s watching on TV these days.

This month, our “get to know”series moves beyond the walls of IPL’s offices as we introduce you to one of our partners.  This month, we sit down and talk to Francisco Soler, Senior Vice President and Chief Investment Officer at MAS Advisors, LLC.

Read on to learn more about Francisco and MAS Advisors, how he came to his current position, what he wishes more people knew about PPLI and, of course, what he’s watching on TV these days.

This month, our “get to know” introduces you to another one of the IPL team members who helps make our service the best in the industry.  This month, we sit down and talk to Ashley Lahners.

Read on to learn more about Ashley, how she came to IPL, what she wishes more people knew about PPLI and, of course, what she’s watching on TV these days.

This month, our “get to know” series moves beyond the walls of IPL’s offices as we introduce you to one of our partners.  This month, we sit down and talk to Charles Arnold, Chief Marketing Officer at The Leaders Group.

Read on to learn more about Charles and The Leaders Group, how he came to his current position, what he wishes more people knew about PPLI and, of course, what he’s watching on TV these days.

This month, our “get to know” series introduces the world to another of our amazing team members who works behind the scenes, David Nilsen. David is an Operations Lead.


Read on to learn more about David, how he came to IPL, what he finds interesting about PPLI and what he’s watching on TV these days.

This month, our “get to know” series introduces the world to another of our amazing team members who works behind the scenes, Rishabh Mohta.  Rish is an Associate Actuarial Analyst.

Read on to learn more about Rish, how he came to the United States and IPL, and what on his TV to-watch list!

This month, our “get to know” series introduces the world to one of our amazing team members who works behind the scenes, John Fernado Rio.  John is an Accounting Manager and is one of the longest tenured employs at IPL.

Read on to learn more about John, how he came to IPL, and what he’s watching on TV!

This month, our “get to know” series has a little twist.  Rather than talk to someone within IPL, we interviewed someone at another company with whom IPL works very closely - Dave Reynolds, the Chief Marketing Officer at Spearhead Administrative Services.  

Read on to learn more about Dave and Spearhead Administrative Services, including how they work with IPL, how Dave got to his current position and what he enjoys doing in his free time (including how he got into improv).

We continue our series where we get to know someone with Investors Preferred Life a little better by sitting down with our new President, Nikki Pethtel.  Nikki tells us about her journey to this new role, explains what she wishes more people understood about PPLI, shares some career advice, and gives us a peek into her non-work life.

Welcome to our new series where we get to know someone within the Investors Preferred Life a little bit better.  First up, we learn how Anthony Stanek came to join us here at IPL, what he wishes more people knew about private placement and what he is watching on TV these days.