We are an independently owned wholesale firm marketing financial products including life insurance, annuities, long term care and disability since 2009. We are a principal member firm of Insurance Designers of America, which was formed in 1986. IDA is among the oldest, largest and most well respected insurance marketing organizations (IMOs) in the country. Today, IDA has over 50 agencies and annual sales exceeding $200 million, giving IDA the scale, resources and experience to meet all of your client’s expectations.
We check our egos at the door.
We aren’t afraid to share the glory or shoulder the blame. We are constantly trying to work and improve on making the complicated world of financial products more seamless.
We say what we are going to do.
In today’s world of distraction, this has become a lost art. We always striving to follow up our words with actions.
We value the importance of relationships.
Relationships are the key to business. We value the relationships we have cultivated over the years with our clientele in helping to make their lives and financial practices better. We also value our insurance company partners and the help they offer in providing product and solutions.
We believe in the Financial Advisor and their client’s goals and desires.
The financial world can be confusing. The role an advisor plays in helping a client find clarity and direction in what they want for themselves and their loved ones is crucial.
We check our egos at the door.
We aren’t afraid to share the glory or shoulder the blame. We are constantly trying to work and improve on making the complicated world of financial products more seamless.
We say what we are going to do.
In today’s world of distraction, this has become a lost art. We always striving to follow up our words with actions.
We value the importance of relationships.
Relationships are the key to business. We value the relationships we have cultivated over the years with our clientele in helping to make their lives and financial practices better. We also value our insurance company partners and the help they offer in providing product and solutions.
We believe in the Financial Advisor and their client’s goals and desires.
The financial world can be confusing. The role an advisor plays in helping a client find clarity and direction in what they want for themselves and their loved ones is crucial.