IMA Financial Group

IMA Financial Group is an integrated financial services company that protects client assets through insurance and wealth management. It is employee-owned, and states that 100% of its employees are owners.

Business insurance is the core: program design and placement across lines, executive risk solutions, certificate compliance, claim advocacy and management, complex risk and finance, mergers and acquisitions support, and risk innovation and sustainability. Around it sit employee benefits, small business insurance, personal lines, retirement plan solutions, wholesale insurance, wealth management and financial diligence. Real estate is one of the named industry practices, alongside construction, energy, healthcare, hospitality, life sciences, manufacturing, marine, native nations, private equity, technology and financial institutions.

The company reports 3,000+ associates, a 96% client retention rate, $8B+ in annual premiums and 50+ years of employee ownership. It publishes a Markets In Focus series of quarterly market updates by sector, including a Real Estate edition, and runs the IMA Foundation for community giving.

Small accounts are routed to a dedicated small business team with its own national director, while larger programs are handled by the industry practices. Commissions and fees are not published, and the site directs buyers to a Find a Location page, so establish which office would service the account and which carriers it can access.