
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.