IMI Asset Management Company
Contact Us: 888.383.3068
"Saved ...just in time!"
CALIFORNIA & VIRGINIA RESIDENTS
"We love to work with referrals."
An ongoing series of informational entries
MEDICAL / DENTAL & VISION INSURANCE
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:
HEALTH NET OF CALIFORNIA
DENTAL & VISION PLANS
(Individual / Family)
SMALL GROUP PRIVATE INSURANCE PLANS
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?
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.
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.
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?
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!
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.
LONG TERM CARE
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”-