The IOA Financial Security Group offers clients and their employees life, disability, and long-term care insurance to protect and improve their financial future. Complimenting employee benefits, these personalized policies help businesses and individuals reduce, eliminate, and transfer financial risk. We offer solutions in three ways:
- Instant Issue Life Insurance—User-driven online life insurance selection, application, and binding provides convenient, private purchases to secure same-day coverage in about 15 minutes in a substantial number of cases.
- Agent Assisted—Clients receive professional support in selecting life, disability and/or long-term care coverage that meets their needs. The insurance agent handles the process of securing the agreed-upon insurance policies based upon the client’s individual circumstances.
- Select Planning Team—This level of service is designed to provide high net worth clients high-touch consultative service whereby they can access business, estate, and charitable planning insurance policies. This allows them the possibility of systematically enhancing their wealth and overall financial position.