Success comes to those who

Do Well By Doing Good

Embark on a career where you can prove your worth


We are always on the lookout for team
members who want to impact lives

and who share these core values that drive how we treat our clients and each other

IAM Values2_edited.jpg

We put our clients first. We think critically to stay ahead of their needs and drive innovation to ensure we meet them.

We empower financial professionals to build a fulfilling and rewarding career

by providing systems and tools to meet the needs of their clients with immense lifetime value

Advisory Foundation

✔ Customer Expectations

✔ Sales DNA Analysis

✔ Real Case Learning

Business Stimulus

✔ Auxiliary Services

✔ Accreditation & Reward

✔ Expansion Strategy

Strategic Relationship

✔ Leads Nurturing Engine

✔ Strategic Partnership

✔ Client Campaigns


Real Technology

✔ Robo-Assisted CRM

✔ Financial Report Analysis

✔ Interactive Planning Tools

Read What Our Associates Have To Say
CK tan.jpg

CK Tan, Managing Partner

Ex-advisor from another insurer

I came from an agency in another company and have been in the industry for 13 years. The support is incredible at IAM. I don't have to think about anyone capping my people and my abilities.

What they experienced

The real impact of what we do

to make a difference in peoples' lives
geraint liu - tb1

Associates deserve more

IAM stands out among financial services agencies because our business model is centered around the financial professionals.


Everything we do, and every decision we make, is driven by how we can help our associates be more productive and profitable in this business.


That difference is what drives our culture, shaping what we do and how we do it. We focus on financial professionals, so that they can fully focus on their clients.

Join us in making a difference today

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