Planning for Business Owners
Do you want access to easy, turnkey solutions to provide your Business Owner clients?
Fill out the form to learn more about how IMS can assist you in pre-sale,
case design,and even presenting to your business owners.
With a wealth of resources, we make the process easy:
• In-house advanced sales and legal specialists
• Free business evaluations
• Customized presentations for both Life & Disability Insurance solutions
• Years of experience with Executive Carve-Outs, Succession Strategies, Retirement Bonuses, Retention Strategies and more
IMS Associates
Business Insurance Solutions
Founded in 1986 IMS Associates as years of experience assisting advisors with Business Insurance Solutions for both their Small & Large Business Owner clients. IMS strives to make approaching business owners less intimidating and can provide you with all the pre-sale and point of sale support your need. With in-house specialists and close relationships with the best advanced sales carrier partners we can make sure your pitch is clear, concise, and meaningful.
Feel free to contact us to review our support resources or discuss any potential cases today.
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.
CORE CARRIER PARTNERS
CONTACT US
CA LICENSE#: 0G56778
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