Why IMS Associates
IMS Associates can assist in helping you compare the optimal funding strategy for your clients’ Life Insurance Planning.
Whether considering a Single Pay, 10 Pay or other short funding strategies we can assist in comparisons and Rate or Return analysis to ensure your client is maximizing their funding with or without the use of a Premium Deposit Account.
Premium Deposit Accounts
• Allows client to fund with a Single Premium
• Non-MEC design ensures preferred Tax Treatment
• Available with multiple funding years
• Can be used on some of Industries Best IUL & WL Products

IMS Associates provides everything you need
to compare funding options for your clients
• IRR Analysis & Calculator
• Client facing Presentations
• Access to top products
• Opportunity cost Analysis
• Review use of Fixed Indexed Annuities or SPIA funding
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.
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CONTACT US
CA LICENSE#: 0G56778
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