Who We Are

IMS Associates Financial & Insurance Services has been providing innovative solutions to the Life Brokerage community since 1986. Headquartered in Orange County, CA and licensed in all 50 states, we are a one-stop Brokerage General Agent serving all of your Life Insurance, Annuity, Long-Term Care, and Life Settlement needs. Whether you are a Financial Planner, Life Producer, P&C, or Benefits Producer we have built our agency on the principle that you should have more time to focus on selling. We provide access to over 45+ carriers, insurance agent training, and In-House Impaired Risk underwriting expertise ensuring you are best able to meet the needs of your clients.

Areas of Expertise