Join IAM
Build your career with IAM.
An independent agency where you grow by helping families understand their options — with mentors beside you and a clear path forward.
Why agents choose IAM
Values-led
Integrity, altruism and mettle guide how we serve families and each other.
Education-first
We teach clients their options. No pressure, no scripts that push.
Independent
Access to multiple carriers so you can match products to real needs.
Mentorship
Learn alongside experienced agents from your first week.
Clear advancement
Published milestones from Agent to Director, reviewed by the IAM Partner Board.
Your contract path
From 65% to 95%, in four steps.
- Step 1
65%
Agent
- Step 2
75%
Team Lead
- Step 3
85%
Broker
- Step 4
95%
Director
Contract levels, requirements, and milestones described here are subject to change. Current signed agreements between IAM Money Management and the agent govern in all cases. Nothing on this page is a guarantee of income, promotion, or timing. Advancement depends on individual production, compliance, and business need.
How joining works
- 1
Apply
Create your account and tell us about your background.
- 2
License review
We verify your license number and NPN with the state.
- 3
Contracting
Complete carrier contracting and your IAM agreement.
- 4
Bootcamp
Orientation and training to start serving clients well.
Not licensed yet?
You can still apply and build your profile today. We can't approve your application until a license number and NPN are on file — add them once you're licensed.
Your first conversation is low-pressure and free.
30 min. We listen, answer questions, and help you see the full picture.