Executive Vice President, Employee Benefits And Retirement Plan Advisor
CurrentThe IMA Financial Group, Inc. is a diversified financial services company focused on protecting the assets of its widely varied client base through insurance and wealth management solutions. Because IMA is 100-percent employee owned, the company's 800+ associates in Colorado, Kansas, Michigan, Oregon, Pennsylvania, and Texas are empowered to provide customized solutions for their clients' unique needs.IMA brings together the right people, resources and strategies to help our clients not just manage but take advantage of risk. As the 6th largest independently owner broker in the United States, IMA's clients leverage national resources and client teams designed from the ground up to maximize service and provide a strategic approach to risk.Serving as an EVP in employee benefits for IMA, Michael is a key player in developing creative and innovative solutions to help employers provide valuable healthcare benefits to their employees, while maintaining the most cost efficient plans. He has demonstrated healthcare innovation by initiating the Waldman Bros’ discount benefits program, which helps shift claims dollars from one entity to another to improve renewal rates for clients, while providing a very affordable, easily accessed benefit to the employee base. Additionally, he led Waldman Bros to become one of the first employee benefit firms to implement a Minimum Essential Coverage plan to provide health benefits to those who did not previously have any.
