IMS: Investors Marketing Services

More than financial products—solutions.

Errors & Omission : Sales & Marketing

Investors Marketing Services, NAILBA, and Arthur J. Gallagher & Co. are pleased to offer you an Errors & Omissions Insurance Program. You can get a premium indication within minutes.

Apply Online

Visit http://www.nailba.org/content/eo-insurance. You can get a premium indication within minutes. To receive a discount when you purchase your plan, enter the NAILBA referral number - NAILBA05.

No membership fees – You do not need to have a membership, or appointment to enroll in
this program. This policy covers the sale, or attempted sale and servicing of life insurance,
accident & health insurance, long-term care insurance, disability insurance, fixed annuities,
employee benefit plans, individual retirement arrangements, IRAs and KEOGH retirement
plans, administration of employee benefit plans, financial planning incidental to the sale of
the above products and variable products and mutual funds – if this option is elected.

Quality Carrier – National Casualty Company is an admitted carrier and rated "A+, XV" "Superior" by AM BEST.

Coverage highlights, FAQ's, and the NAILBA Independent Agent Program E&O Policy Specimen
are available on the web site.

Check This Out rule

Make sure you’re up to date on all the annuity rates before you head out into the field. Check out our newly redesigned rate sheets for a quick reference to today’s product rates!

Worth Millions
SHEP BECKER

A prospective agent called in to discuss a client who was looking to renew a CD at a rate under 3%. After reviewing the benefits of using a MYGA, the agent was able to secure an annuity rate of 5.1%. Over time this agent attained $10,000,000 in assets under management as well as a great working relationship from his client.