THE ISM DIFFERENCE
Since 1983 we have been committed to improving the lives of our clients and the business of our partners.
See what we can do together.
We have been in business for more than 35 years
A proven track record of building lasting relationships
Technology to help you reach your goals
Our mission is to help Americans achieve financial independence at retirement and to assist in their family's educational needs through the continued development of a nationally-based financial sales and service company, whose pursuit of excellence is advanced by a corporate culture focused on continued success. The foundation of that success is a people oriented environment in which Managers, Producers and Clients are highly valued, treated with respect and dignity, and considered in all plans and strategies.
WHERE WE ARE
Although we began as a traditional insurance marketing company providing traditional products, we helped create innovative products and developed a servicing system. In doing so, we began a trend in the insurance and financial service industry which many have attempted to copy. ISM is unique in its ability to enjoy long-term success and viability in an ever-changing industry.
WHERE WE ARE HEADED
Today, ISM continues to expand its unique products and services. The combination of customized products and services, along with agent and client oriented support systems, make ISM a one of a kind organization, helping people achieve financial security.
Our company was founded in California in 1983 with the backing of key veterans in the insurance industry. Since 1983, our long-term business strategy has been to build lasting relationships with our partners.