MORTGAGE PROTECTION, FINAL EXPENSE, TRADITIONAL LIFE INSURANCE AND SIMPLE RETIREMENT SOLUTIONS

PROVIDED BY IMAGINE FINANCIAL

WHO

Imagine.

Imagine Financial is an independent Insurance Agency. We are a fast-growing team of insurance agents that truly care and understand the value of life insurance and the impact it has on families. Our mission is to serve families with knowledge and integrity, compassion and care, and provide stability and security for generations.

WHAT

Insurance.

Imagine Financial is an Insurance Marketing Organization. Rather than sell our own insurance, we are partnered with the top A+ rated insurance carriers across the country to find the best products for your specific situation. Whether it’s IUL insurance, mortgage life insurance, or traditional life insurance, our experts will find the perfect match for your needs.

WHERE

EVERYWHERE.

Based out of South Bend, Indiana, Imagine Financial is here to serve families in our local community as well as nationwide! Regardless of where you live, our team of agents is here to help you!

WHY

IMAGINE FINANCIAL.

At Imagine Financial we treat every client with Honesty and Integrity. We have a team culture that is unmatched coupled with a winning environment. You are truly in control of your success

WHO

Imagine.

Imagine Financial is an independent Insurance Agency. We are a fast-growing team of insurance agents that truly care and understand the value of life insurance and the impact it has on families. Our mission is to serve families with knowledge and integrity, compassion and care, and provide stability and security for generations.

WHAT

Insurance.

Imagine Financial is an Insurance Marketing Organization. Rather than sell our own insurance, we are partnered with the top A+ rated insurance carriers across the country to find the best products for your specific situation. Whether it’s IUL insurance, mortgage life insurance, or traditional life insurance, our experts will find the perfect match for your needs.

WHERE

EVERYWHERE.

Based out of South Bend, Indiana, Imagine Financial is here to serve families in our local community as well as nationwide! Regardless of where you live, our team of agents is here to help you!

WHY

IMAGINE FINANCIAL.

Imagine Financial agents have a passion for putting your family first. Helping families is our #1 priority, it’s not just the name, it’s our entire identity.

MORTGAGE PROTECTION, FINAL EXPENSE, TRADITIONAL LIFE INSURANCE AND SIMPLE RETIREMENT SOLUTIONS

Imagine Financial provides the resources for our agents’ growth and success.

Mortgage Protection: Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. With mortgage life insurance protection, in the event of a death, the mortgage will be paid in full, so your family can keep the house.

Final Expense: Final Expense insurance will cover you for life. With final expense insurance, prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.

Traditional Life Insurance: Traditional Life Insurance is the standard life insurance policy that one would expect when purchasing insurance. 

Simple Retirement Solutions: This is a safe way to participate in the market’s gains while avoiding potential loses and keeping your retirement secure.

CAREER OPPORTUNITIES

THE TRUTH

Learn the Truth about the Insurance industry and decide for yourself where you will have the best shot at success by teaming up with IMAGINE FINANCIAL!

Imagine Financial has the highest paying compensation in the industry. We believe in full transparency across all products and carriers. You should know what you are getting paid. The agent who is doing the majority or the work should be the one making the majority of the money. We have compensation structures that benefit both the individual agent and the agency owner.

We believe that systems make our agents more efficient and more effective when helping clients. We have the most innovative and comprehensive CRM system in the industry. You will not be disappointed.

When you are working hard you should receive additional compensation. We have a monthly bonus plan based off of production. We also partner with carriers that give out high quarterly bonuses as well. 

Imagine Financial offers FREE training all year round. We believe in the “hands on” approach and have unlimited training resources. We want all our agents to feel confident and educated so they can best serve the families we protect. We believe this is one of the key components that separates us from any other agency.

Most companies will vest you after 5 or 10 years, there are also many that don’t offer renewals at all. At Imagine Financial you’re vested 100% day 1 which means your business is truly your business.

Leads are our business. Our approach to the industry isn’t based around hounding friends, family, acquaintances to buy insurance. Our clients are people who have requested insurance. We have exclusive digital and mailer leads. 

CARRIERS

 We are a brokerage firm which means we are able to do all the shopping around for our clients – truly giving them the best product for the best price. We are always adding new carriers to better our clients’ experience.

Aetna
Aflac
American International Group
American-Amicable Group
Americo
Athene
Columbian Financial Group
Ethos Life
F&G Annuities & Life
Foresters Financial
Global Atlantic Financial
Great Western Insurance Company
John Hancock
Liberty Bankers Insurance Group
Lincoln Financial Group
Mutual of Omaha
National Life Group
Prosperity Life Insurance
Royal Neighbors of America
Transamerica
United Home Life

PHILANTHROPY

Imagine Financial loves to give back to the community through philanthropy efforts such as our sponsorship for Big Brothers Big Sisters Southern Lake Michigan Region.

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OUR TEAM

The Imagine Financial staff is comprised of a team of highly motivated professionals working together to create an elective, welcoming environment.

GREG WOLFE

CHELSEY WOLFE

Andrew Claeys

Licensed Life Broker

Mortgage Protection, IUL, & Annuity Specialist

    Aaron Shaffer

    Licensed Life Broker

    Mortgage Protection, IUL, & Annuity Specialist

      Amanda Kretchmer

      Licensed Life Broker

      Mortgage Protection, IUL, & Annuity Specialist

        Amee Davis

        Licensed Life Broker

        Mortgage Protection, IUL, & Annuity Specialist

          Andrea Henderson

          Licensed Life Broker

          Mortgage Protection, IUL, & Annuity Specialist

            Andrew Van Aaele

            Licensed Life Broker

            Mortgage Protection, IUL, & Annuity Specialist

              Austin Ver Wey

              Licensed Life Broker

              Mortgage Protection, IUL, & Annuity Specialist

                Carrie Adkins

                Licensed Life Broker

                Mortgage Protection, IUL, & Annuity Specialist

                  Cyle Mull

                  Licensed Life Broker

                  Mortgage Protection, IUL, & Annuity Specialist

                    Glenn Walton

                    Licensed Life Broker

                    Mortgage Protection, IUL, & Annuity Specialist

                      Greg Baker

                      Licensed Life Broker

                      Mortgage Protection, IUL, & Annuity Specialist

                        Jake Beausir

                        Licensed Life Broker

                        Mortgage Protection, IUL, & Annuity Specialist

                          Matthew Doering

                          Licensed Life Broker

                          Mortgage Protection, IUL, & Annuity Specialist

                            Norman Woodruff

                            Licensed Life Broker

                            Mortgage Protection, IUL, & Annuity Specialist

                              Robert Frazier

                              Licensed Life Broker

                              Mortgage Protection, IUL, & Annuity Specialist

                                Robert Reidenbach

                                Licensed Life Broker

                                Mortgage Protection, IUL, & Annuity Specialist

                                  Sarah Altermatt

                                  Licensed Life Broker

                                  Mortgage Protection, IUL, & Annuity Specialist

                                    Sean Morcombe

                                    Licensed Life Broker

                                    Mortgage Protection, IUL, & Annuity Specialist

                                      Stephen Kiai

                                      Licensed Life Broker

                                      Mortgage Protection, IUL, & Annuity Specialist

                                        Tanner Giles

                                        Licensed Life Broker

                                        Mortgage Protection, IUL, & Annuity Specialist

                                          Tim Pelletier

                                          Licensed Life Broker

                                          Mortgage Protection, IUL, & Annuity Specialist

                                            Tyler Davis

                                            Licensed Life Broker

                                            Mortgage Protection, IUL, & Annuity Specialist

                                              Zoltan Ezer

                                              Licensed Life Broker

                                              Mortgage Protection, IUL, & Annuity Specialist

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                                                CONTACT US

                                                A team member will respond to your inquiry within 24 hours.

                                                ADDRESS

                                                Imagine Financial
                                                130 S. Main St. Suite 200
                                                South Bend, IN 46601

                                                BUSINESS HOURS

                                                Mon – Fri: 8am to 6pm

                                                EMAIL

                                                info@imaginefinancial.net