TAX-FREE RETIREMENT PLATFORM

The IMS Tax-Free Retirement Advisor Platform

Hands on Training on how to market Tax-Free Strategies

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Full suite of Marketing & Educational materials

Quarterly Sales Trainings

Turn-Key Seminar Platform

Proprietary Case Design Software

IMS Tax-Free Retirement Platform

IMS offers advisors access to the industry’s best Tax-Free Retirement platform. IMS provides access to both in person and online training sessions, seminar lead-gen systems, and case design consultation. Let IMS assist you on your next Life Insurance Income sale.

Contact IMS today to access the Tax-Free Retirement Platform

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.