At IWM, we believe that financial security and wealth creation go hand in hand with education. Founded in 2019, our mission is to empower individuals and businesses to not just grow, but protect their wealth through educated decisions in insurance, retirement planning, and beyond. We have protected client's with over $100,000,000 in benefit amounts, written over $1,000,000 in annual premium volume, & helped over 500 clients with their insurance & retirement needs.
Our Vision
We are here to solve the pandemic of financial illiteracy. We envision a world where everyone has the knowledge and tools to secure their financial future. By focusing on education, we help our clients navigate complex topics like life insurance, retirement strategies, end-of-life planning, macroeconomic trends, and the role of Bitcoin and digital currencies in modern portfolios.
Why Partner With Us?
Expertise: Over a decade of experience in insurance and wealth management.
Education-First Approach: We provide insights and resources to help you make confident decisions.
Personalized Solutions: Tailored plans that fit your unique needs and goals. We are advisors, not salespeople.
Brokers, not Agents: Which means we do not have a tie to a singular carrier, which is a benefit to you. We partner with over 40+ carriers in your state, so we have them compete against each other, which in turn results in us being able to offer the most comprehensive coverage at your state's lowest premiums.
Innovative Thinking: We stay ahead of trends, including the integration of digital currencies into financial planning.
Partner Companies (we have access to 40+ of your state's top rated insurance companies)
Licenses & Certificates (licensed in 30+ States, more licenses available upon request)
