More net worth = more risk.

Wealth Managers and Finacial Advisors can expand their catalog of services by adding professional risk management with IMA Select.

RISK CONSULTING

You build wealth for your high net worth clients (and you're good at it).

Our job is to protect those hard-earned assets with our professional risk management and insurance consulting. We partner with Wealth Managers through various revenue-sharing options - find out more today!

THEY CAN STOP OVERPAYING

Don't get complacent with bloated insurance premiums.

We can help save your clients some serious money - 90% of the time we find that our partner's clients have far too much coverage (or too little). We can help strike the balance so money isn't being wasted on unnecessary premiums.

Request a Consultation

CIA Select was created to provide additional services to wealth managers. By gathering the appropriate client information, we can provide a comprehensive risk management recommendation. Contact us today to find out about our revenue sharing options too!

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All insurance is not the same, and neither are the agencies that sell it. The CIA team provides on-going support and consultation. When something happens, I call them, not the insurance company. They will evaluate the circumstances and give me advice based on my best interests - keeping my insurance costs low over the long-term.

- Alex K.