Quoting & Illustrations

Quoting & Illustrations

IMS Associates leads the life brokerage industry in technology and financial planning tools that we provide to our agents. We make it easy for our advisors to run illustrations, get quotes, and conduct planning analysis for their clients, all online!

  Quoting & Illustration Systems


You can run NAIC compliant illustrations for Accident, Annuity, Disability Income, Health Supplements, Life Insurance, Long-Term Care, and More.

  Live Annuity Rates


The Live Annuity Rates tool is available for Fixed Annuities, Multi-Year Guaranteed Annuities, and Fixed Indexed Annuities. You can view Rates, Bonuses, and other product details.

Insurance & Financial Planning Calculators


From Life Insurance Needs Calculators to Retirements Saving calculators we have the tools to help you plan for your clients.