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OUR SERVICES

An ongoing series of informational entries

MEDICAL / DENTAL & VISION INSURANCE

SMALL GROUP

FAMILY/ INDIVIDUAL

CALIFORNIACHOICE-KAISER  PERMANENTE-UNITEDHEALTHCARE-HEALTHNET

INDVIDUAL / FAMILY PLANS

IMI offers KAISER PERMANENTE and HEALTH NET OF CALIFORNIA Individaul/ Family private ACA Compliant medical insurance plans. Both medical insurance plans offer [for additional premium] Dental Insurance, Vision Insurance, Life Insurance

APPLY ONLINE NOW:

KAISER PERMANENTE 

HEALTH NET OF CALIFORNIA

DENTAL & VISION PLANS

UNITEDHEALTHCARE DENTAL

(Individual / Family)

SMALL GROUP PRIVATE INSURANCE PLANS

(1-100 Employees)

IMI Asset Management Company offers an ACA compliant Small Group Private Health Insurance Exchange Plan.

CALIFORNIA CHOICE & SMALL GROUP PRIVATE EXCHANGE

Want a Quote for your Small Group?

CONTACT US

LIFE INSURANCE  - More than a Death Benefit

NEW YORK LIFE-LINCOLN FINANCIAL GROUP-ALLIANZ

Life Insurance has been sold in the U.S. since the late 1760’s. It has survived and proven itself through two world wars, a revolution, a civil war, the great depression and considerable more recessions. These are the oldest financial products in existence. Here in America, Life Insurance contracts haven’t defaulted in the last 300 years. The Foundation for the Retirement Strategy is Life Insurance.

PLANTING THE SEEDS FOR A RETIREMENT THAT THRIVES

SHOULD A FIXED INDEXED UNIVERSAL LIFE INSURANCE POLICY BE A PART OF YOUR STRATEGY?

RETIREMENT

ALLIANZ -NEW YORK LIFE-ATHENE-LINCOLN FINANCIAL GROUP

Since 2007 to 2009 we have noticed there has been a sharp increase in people’s concern that they will outlive the draw-down phase of their accumulated wealth in their retirement years. They need to know how to protect their assets, so they can live out the dreams they have for their retirement. IMI guides you through this concern.

The 10 'MUST DO' Estate Planning Strategies!

FIXED INDEXED ANNUITIES  and FIXED ANNUITIES

As you prepare for retirement are you more inclined to take a “sure thing” or a “maybe”? I love what annuities do. There is no other vehicle that I can use that will work like an annuity. I get guaranteed income for both lives, my principal can’t go down. I get upside potential of the market but I can avoid all the losses. Now, I don’t get all the growth, but I can never loose. With a stroke of a pen I can create a pension. It’s 100% guaranteed for the rest of your life and if you are married, for the rest of your spouse’s life, and when you’re both gone the remaining money gets paid out to the kids. Wow! Isn’t that great?

Charting A Course For Retirement SHOULD YOU CONSIDER FIXED INDEXED ANNUITIES AS A PART OF YOUR STRATEGY?

Our Blog

An ongoing series of informational entries

GMG "Save up to $9,600 for every employee you hire!"

GMG (GROWTH MANAGEMENT GROUP] & STRYDE

Businesses All Over ​America Have Been Affected By Tax Hikes

Our Average Client Receives Over $240,000 in Benefits .  If you hire ONE EMPLOYEE PER YEAR you qualify for WOTC!

CLICK TO GET A FREE CALCULATION!

SRP - STRYDE RETIREMENT PROGAM

FOR THE BUSINESS OWNER, MEDICAL PROFESSIONAL & HIGH NET-WORTH EARNER

The Stryde Retirement Program [SRP], is a front loaded retirement program. This is a proprietary service with Stryde and is unlike any service found elsewhere. SRP is designed to create individualized and proprietary retirement programs for businesses. It meets the personal and professional financial needs of business owners, medical professionals, medium to high net-worth individuals and entrepreneurs. SRP is simply a tool through which a business owner may have the ability to dramatically advance their wealth accumulation relative to their retirement planning efforts in a highly tax advantaged manner.  

LEARN MORE ABOUT STRYDE

LONG TERM CARE

GENWORTH-NATIONAL WESTERN

While we want to do the best we can for our loved ones, there is a limit to what human beings can do on their own without skilled nursing assistance. The time to get long term care insurance is now, before you need it. The younger you are when you purchase it, the lower the premiums will be.

IMI Asset Management Company Services

IMI Asset Management Company works with some of the top insurance companies in the industry - i.e.:    Allianz Life Insurance Company of  North American / Athene/ New York Life Insurance Company / Lincoln Financial Group / Kaiser Permanente (APPLY ONLINE NOW  for Individual/Family) /  UnitedHealthCare Dental (Individual /Family (APPLY NOW)  /HealthNet

What our customers are saying

“I first met Karla through her son who was a friend of my son and that was over 15 years ago. She is excellent with all of my services with her and the services she provides to my son and dad. She is very professional yet personable and treats you like you are her only concern and only your needs matter. She always follows through getting you what you need and giving you a piece of mind during the process. Karla is very knowledgeable and explains everything so that you stay informed on all options available. Karla not only gets you a plan that fits in your budget but also is very sensitive to your needs, checks in with you periodically and keeps everything confidential. I will continue to recommend her to all of my family and friends”- 

Mary W.- 

                                                                       IMI Asset Management Company

3200 Guasti Road, Suite 100                                                                                               Phone: 909.456.8939

Ontario, CA 91761                                                                                                                    Phone/Fax: 888.383.3068

CA License No. 0B42336                                                                                                       Mobile : 951.333.2080

VA License No. 877637                                                                                                         Email: [email protected]