Other Resources

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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 offer a one-stop organization for all of your Life insurance, Annuity, Long-Term Care, and Life Settlement needs.

As a leading Brokerage General Agent (BGA) & Field Marketing Organization (FMO), we don’t just stop at providing the best products and commissions. We make sure we’re always providing our agents with the best solutions:

Underwriting Solutions

From Preferred Best to Impaired Risk our in-house Underwriters will find your clients the best offers in the market:

  • Our in-house Underwriters will complete a full review of your client’s Medical Records and Exam and provide a complete Write-Up and Quick Quote Summary
  • Informal Underwriting – With a Signed IMS HIPAA we can send the entire file to Multiple Carriers at once without creating an MIB hit
  • Increase your placement ratio with better underwriting solutions for your clients
  • Access to over 30 Life Brokerage Insurance Carriers

Lead Programs

Our quality, turn-key Life Insurance and Mortgage Leads programs will help you:

  • Speak directly to qualified prospects
  • Earn more while working less
  • Stop worrying about prospecting

Advanced Marketing

Our knowledge team is the best in the business when it comes to Advanced Planning, whatever your need may be:

  • Estate Planning
  • Business Insurance
  • Premium Finance
  • Life Settlements

Industry’s Best Insurance Technology

  • Online Quoting for All of our Lines of Business
  • Term, Universal Life, Whole Life, DI, LTC and Annuities
  • E-Apps and Drop-Tickets
  • One-Stop E-Contracting
  • 24/7 Online Case Statuses
  • Underwriting Guidelines and Product Specs