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Welcome to Independent Accountants’ Life Insurance Agency.
Our goal is to help you with your life insurance and living benefit needs. We understand that insurance can be confusing and overwhelming. Our mission is to help you through this process by giving you unbiased advice that always puts your needs first.
When we help you with your needs, we follow two main principles. Integration and Independence. |
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INTEGRATION
Our recommendations will be fully integrated with your accountant, investments and financial plan. All aspects of your financial wealth are tied together, and any recommendation on any of these aspects can impact the others. We take that all into account.
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INDEPENDENCE
Your needs will always come first. We will provide recommendations that are not influenced by commission or any other incentives.
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IAIC INVESTMENT MANAGEMENTIntegrating Accounting, Financial Planning & Investment Management.
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Knowledgeable, experienced - common sense approach!
“We rely on the IALIA team to provide our firm with appropriate recommendations and options for our clients. They consistently demonstrate their vast knowledge, experience, and common sense approach and are an asset to our advisors, accountants and most especially to our clients."
Marianne Cowlard
President/Advisor WILKINSON FINANCIAL GROUP
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