Insurance Management

Insurance Management

Insurance management helps preserve and grow your wealth by proactively identifying, assessing, and mitigating potential financial threats and supporting your long-term financial security and peace of mind.

Proactive and pragmatic

Life is full of surprises. You need a protection strategy that is thoughtful, thorough, and tailored to your needs. A strong plan must also be flexible to navigate life’s ups and downs while safeguarding the legacy you leave for those who matter most.

Protection designed for you:

  • Protection for your family through IMA Select with home, auto, and umbrella insurance
  • Risk management planning, including life, long-term care, estate protection, and disability
  • Retirement planning and personal lines of credit
  • Legacy planning, including wealth transfer and charitable gifting

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Sophisticated Solutions Without the Fuss

The IMA Private Wealth team is here for you. Our business is built on empathy and experience.