Premium Finance Applications & Forms

Getting Started

If you are interested in pursuing any one of our Premium Finance programs, it is important to provide us with as much information as possible to determine if you or your client would be a good candidate for one of our Life Insurance Premium Financing. To start the formal application process, please complete the appropriate Premium Finance application.

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Fax forms to:
714-634-3972

Disclaimer

Each listed program will have a separate list of carriers who have approved the products listed above. IMS will only submit a case to a carrier with full disclosure of the nature of the premium finance program. IMS does not advocate or facilitate any Stranger Owned Life Insurance, does not offer any Non-Recourse loans, does not offer any client inducements, does not set up pre-arranged life settlements, and does not facilitate the sale of any life insurance policy still in the two year contestability period.

Any such statement herein was written to support the marketing or promotion of the transaction(s) or matter(s) to which the statement relates. IMS does not provide any tax advice. Any tax statement herein regarding any US federal tax is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding any penalties. Each taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

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"IMS worked hard to help educate us about the process and the suitability of a life settlement. Once we got the process started he was transparent and professional."

- Maggie M.

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IMS Satisfaction Guarantee

We hold ourselves to the highest standards of Service and Professionalism so if you don't like our work or our offers - let us know in writing and we will turn over your file.