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.
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.
OUR TEAM
The Imagine Financial staff is comprised of a team of highly motivated professionals working together to create an elective, welcoming environment.
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
CONNECT WITH US
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PODCASTS
PODCASTS
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PODCASTS
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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