About

Inspired to make
a difference.

We are an integrated financial services company focused on protecting the assets of our widely varied client base through insurance and wealth management solutions.

We are proud that 100% of our employees are owners. That means our 2,500+ associates start with an owner’s mindset to provide customized solutions for each clients’ unique needs.

Client retention rate

Annual premiums

of employee ownership

Associates

Our Company Mission

Protecting assets.
Making a difference.

Our mission is to protect assets and make a difference, not only for clients, but also within the communities in which we operate.

Our fundamental ethos is rooted in giving back to the communities we serve. Through the IMA Foundation, we financially support a diverse array of nonprofits within our markets. We also encourage associates to participate in community service by allocating work hours for service activities.

Our Company Values
Professionalism

We set the standard with an unwavering commitment to excellence.

Relationships

We nurture relationships built on trust, integrity, honesty, humility and mutual respect.

Expertise

We are knowledgeable, hands-on, collaborative and innovative and passionate about service.

Balance

Our environment encourages a balance of work, family and community.

Results

We constantly strive for profitable growth.

Equity

We embrace diversity, equity and inclusion and are uncompromising in our support and encouragement of all voices.

IMA’s management is empowered to direct the resources of the company to serve its customers first rather than to meet the quarterly earnings expectation of Wall Street.”

Kevin M. Stipe, CPCU,
Reagan Consulting
IMA Leadership

Leaders build leaders.

At IMA, company leadership is measured by more than business results. It’s about every area of life.

Go to any of our offices, and you’ll see tangible efforts of a culture that cares about each other and our communities. It’s what IMA is built upon. It’s what we build into each of our associates.