Jon M. Baker Email & Phone Number

Baker Advisors was established to leverage Mr. Baker's experience as an entrepreneur to advise individuals and businesses to think alternatively in pursuing transformative solutions.

An 18-hole Donald Ross-designed championship golf course coined "The Jewel of the White Mountains."

Wellesley, Massachusetts, United States

A worldwide life insurance sales organization providing generational wealth transfer planning and structuring solutions to U.S. and International families and their family-owned businesses worldwide.Mr. Baker assisted U.S. multinational corporations in structuring and funding supplemental executive compensation and benefit methodologies for domestic and international executives. To meet the unique needs of this client base, Mr. Baker designed innovative trust and corporate solutions frequently funded by a mix of highly competitive and cost­-effective domestic and offshore life insurance products. Over two decades, Mr. Baker maintained dual headquarters in Boston and Bermuda while opening offices in Toronto, Dublin, Hong Kong, Singapore, Geneva, Zürich, Dubai, and Miami. IPG became the preeminent international life insurance broker, receiving referrals of high net-worth individuals from over two dozen private banking institutions worldwide.By 2012, IPG was placing over $1B of new annual premiums with the referring private banks, providing premium finance loans at very competitive pricing.In 2015, the Howden Broking Group, the world‘s largest independent insurance broker, approached Mr. Baker to combine and leverage their referral network in the property and casualty market with IPG’s expertise in the life insurance market. In 2018, with IPG‘s annual premium over $1.5B and annual profits over $25M, Mr. Baker sold IPG‘s operations in Asia, Europe, Africa, and the Middle East to the Howden Broking Group while retaining operations in the U.S. and Latin America.

Greater Boston

In 1994, Mr. Baker founded Global Insurance Services (GIS) and was retained to assist multiple Fortune 500 insurance companies in the formation of their offshore life insurance companies, to include the planning and execution of their market entry, the establishment of a legally compliant solicitation process as well as the creation of significant amounts of competitively priced reinsurance. GIS was also engaged to provide insurance companies with ongoing underwriting, policy administration, carrier reporting, and illustration and administration software utilizing a proprietary variable cost structure.

Wellesley Hills, Massachusetts, United States

Mr. Baker founded The American Foundation of London's Royal Academy of Music to provide an opportunity for the most gifted and talented American students of the performing arts (ie Juilliard) to study at the Royal Academy of Music with internationally renowned faculty (artists).Mr. Baker engaged Her Royal Highness, The Princess of Wales, as President of the Royal Academy of Music, to commit to improving and enhancing cultural reinforcement and exchange between the United States and the United Kingdom. Her Royal Highness agreed to support top United States students at the Royal Academy of Music.To promote The American Foundation of the Royal Academy of Music, Her Royal Highness visited New York in 1989 where she met with Mr. Baker and other influential supporters of the program.

Greater Boston

As a result of IRS tax code changes in 1986, Baker turned his attention to non-U.S. markets. In 1989, he established one of the earliest offshore life insurance companies in Bermuda to offer U.S.-compliant life insurance to U.S. residents.

Greater Boston

In 1972, Baker & Lander was founded as an independent life insurance organization. Working with Fortune 500 companies, Baker & Lander proposed the innovative concept of supplementing existing qualified pensions with non-qualified supplemental executive benefits and compensation solutions. These solutions were structured to not only increase compensation to executives but simultaneously reduce corporate liabilities.To fund these new supplemental plans, Baker & Lander created a unique life insurance product known as Corporate Owned Life Insurance (COLI) which both mitigated corporate costs as well as any current cost or income to the executive. Over the following decade, non-qualified plans funded by COLI became recognized as the accepted solution by virtually all Fortune 500 companies. Baker & Lander was considered preeminent in the COLI marketplace.In 1986, Congress amended the Internal Revenue Code in order to disallow the use of COLI by reducing the interest deduction on life insurance policy loans. As a result, the use of life insurance as a funding mechanism for executive benefit plans was effectively eliminated.

General Partner for the production company behind the making of "The Buddy Holly Story" (Columbia Pictures, 1978).The Buddy Holly Story is a 1978 American biographical musical drama film directed by Steve Rash which tells the life and career of rock and roll musician Buddy Holly. It features an Academy Award-winning musical score, adapted by Joe Renzetti and Oscar-nominated lead performance by Gary Busey. The film also stars Don Stroud, Charles Martin Smith, Conrad Janis, William Jordan, and Maria Richwine, who plays María Elena Holly.