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. IMS Associates Financial & Insurance Services is a wholly owned subsidiary of Insurance Marketing Services, Inc. (a CA corporation).

As a leading Brokerage General Agency (BGA), Field Marketing Organization (FMO), and Independent Marketing Organization (IMO) we don’t just stop at providing the best products and commissions. With an emphasis on creative solutions, we offer several unique services to our agents:<

From Super Preferred to Impaired Risk our in-house Underwriter will find the best offer for you and your clients:

  • Place those previously declined or rated cases
  • Find a home for those hard to place cases
  • Increase your placement ratio
  • Cases are shopped with over 20 carriers

Our quality proven Life Insurance and Mortgage Leads programs will help you:

  • Earn more and work less
  • Double and triple your income
  • Stop worrying about prospecting
  • Be successful like hundreds of other agents nationwide

Advanced Marketing:

  • Estate Planning
  • Premium Finance
  • Life Settlements

Our State of the art technology platforms allow for: