protect what you value most

Insurance Wealth Management

Security & peace of mind made simple
Helping to manage & protect your wealth through insurance.
We have your best interest in mind & are here to educate & bring financial literacy to you and your family. Advisors with access to over 40+ of your state's insurance companies. All Financially "A" rated companies (A.M. Best).

our Reviews & Testimonials

Brian Nashvillle, TN
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After getting turned down multiple times in the past, IWM found me a mortgage protection plan that would pay off my home, and at a rate, I could easily afford!
Debbie - Pittsburgh, PA
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Jeremy with IWM took the time to get to know my concerns. He then found a policy that met my needs and explained everything to me in a way that made sense.
Robert - Atlanta, GA
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I worked with Matt Deivert, and he was GREAT! He gave me very straightforward information and didn't do a hard "sell". I would recommend him to my mother, and that says a lot!
Sarah - Pittsburgh, PA
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My parent passed away recently, and the Advisors were there, helping me every step of the way on what to do next in a very trying time. I am not sure what I would have done without them.
Andrew - Atlanta, GA
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Matt and Zach helped me find a cash-building policy that will collect cash within my policy, so I can retire with more peace of mind. It will then pay me an income for the rest of my life! :-O
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plans to help you at every stage of life's journey

Permanent Life

Whole Life and Universal Life Plans

Term
Life

Plan Lengths To Fit Your Needs

Mortgage Protection

Protect Your Most Valuable Asset

Retirement Protection

Annuities and Indexed Universal Life

Income Protection

Critical Illness and Disability

What type of coverage is right for you?

let us help you find out!

our approach

You work hard to achieve your financial goals. We make protecting Them easy

couple shopping for life insurance on computer

Online

Life can be busy, and the last thing some people want is to spend a lot of time speaking with an agent. We can deliver a personalized quote straight to your inbox, and assist you with the application 100% virtually.

On the Phone

If you need to speak to an agent, or just want to know there is a live person assisting you, schedule a consultation with us. We offer telephone or web meetings for our busy clients who still desire personal contact.

In Person

We understand that relationships matter. If you prefer to sit down with an agent, face-to-face and go over all of your options, we have licensed advisors all over the country who can come out to meet with you in person.

Why choose Us

Here are just a few of the ways we make protection simple

01

Simple Application

02

No Medical Exams

03

Guaranteed coverage

04

Living Benefits

05

Cash accrual Options

Our Carriers

We work with over 40 of the nation's top-rated insurance Companies to provide you with the best coverage options available!

See what our Clients ARE SAYING

Ready to
Get the protection you need?

Just fill out the form and hit submit. we will deliver your quote to your inbox or reach out to schedule a consultation.

It's Your Choice!


Get Your Free Guide to Buying Life Insurance!

Simply provide us with your name and email address and we’ll send you our life insurance buyers guide at no cost or obligation. 

Smiling female manager offering senior couple to take out life insurance