Why IMS Associates

IMS Associates strives to provide our advisors with best-in-class sales support and resources with hands-on pre-sale and case design support in a variety of advanced sales strategies.

Whether you are working on tax preferred Retirement strategies, Executive & Key Person retention cases, Estate Planning needs analysis, or need expert underwriting support IMS can provide you with all the resources you need.

SCHEDULE A MEETING

IMS Advanced Sales Support

• Tax Protected Income Strategies
• Retirement Income Comparison Calculators
• Customized Client Presentations
• Estate Planning Insurance Analysis
• Concierge Underwriting & File Building Services

Three business people in the office working together.

IMS Associates Tools & Resources

• Index Analysis Tools
• Proprietary Underwriting Database
• Proprietary Pre-App & E-App System
• Electronic Health Data Reports
• Multiple Lead Programs

About IMS Associates

Founded in 1985, IMS Associates has long served the insurance advisor and financial planning community with best in class insurance planning. Now operating in all 50 states nationwide and contracted with over 40 insurance carriers IMS has made a name for itself as leader in the brokerage community.

IMS Associates works hard to cultivate relationships with our advisors and agencies that feel like part of the family. IMS takes pride in the relationships we’ve built over the years and we strive to find creative, meaningful, and long lasting solutions for our partners.