IMS Associates

IMS Associates has been delivering innovative solutions to insurance and financial services advisors since 1986. Headquartered in Orange County, California, and licensed across all 50 states, we operate as a comprehensive Brokerage General Agent, specializing in Life Insurance, Annuities, Disability, and Long-Term Care services. Our extensive carrier network includes over 40 reputable providers, ensuring access to diverse products tailored to meet unique client needs. With in-house underwriting expertise and proprietary pre-screen tools, we navigate complex risk scenarios to secure optimal outcomes for advisors and their clients. Our technology-driven approach streamlines the sales process through no-cost access to advanced tools and platforms, enhancing efficiency for both agents and policyholders.

We prioritize advanced sales strategies, offering specialized support for large cases involving premium finance, business insurance, estate planning, and foreign national clients. Our commitment to excellence is reflected in our customizable LifeNow lead generation system, which empowers agents to deliver seamless digital experiences to prospects. As a trusted partner to financial professionals, we combine decades of industry experience with cutting-edge resources to address evolving market demands. Our teams deep understanding of product trends and underwriting nuances positions us to deliver superior service and competitive advantages. By maintaining relationships with leading carriers and niche providers, we ensure our partners have access to the most robust product portfolio in the industry.