about us

When you work with IMD and our Agents, you will quickly find out that we are a faith-based organization that believes in being of service to others and family to the core. Let’s take the first step together and help you secure what matters most. We are here every step of the way.


You will be matched with a licensed IMD qualified professional to schedule a one-to-one meeting in person or via Zoom to go over your wants and needs.


Our mission is to ensure we get a clear picture of either your personal or professional goals when advising a product for you. 



With the information provided and with our proper research or existing knowledge of the products in the market.

One Step Ahead

Why We Are one of the Best

In partnering with IMD, one must first things that you will know and see throughout is our PURPOSE. “ To be of Service To Family, Faith, With Integrity Because without it, Nothing Works! Within our purpose, you will find the top 3 core values that are always integrated within everything we do. We created IMD Insurance & Financial Services LLC to be of service to people. You will find that our Leaders have had an exceptional experience and have awards and nominations that speak to the business acumen, respect, and admiration for the work done with other companies, clients served, and to the communities impacted by the actions taken. We strive every day to live up to our standards. This is a big part of why IMD is considered one of the best. Because we (I)nspire (M)otivate, & (D)Drive we interact with every day.


Jason Jimenez is the recipient of various awards, including the 2012 National Republican Business Man of the Year , 5 time Championship Award winner which ranked Jason as a Top 3% Farmers Ins. agency in the nation. 13 time Toppers Club winner, Blue Vase Award winner, Insurance Agency of the Year, Rookie of the year 1999.

We scored 536 Insurance Agencies in Houston, TX and Picked the Top 14

Our goal is to connect people with the best local experts. We scored Houston Insurance Agencies on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

"To be the standard in insurance with Faith, Family, and Business with integrity because without it nothing works."

– Jason Jimenez –

Since 1986

Our Founder | CEO is a Second Generation Insurance agent that has created and grown agencies and, over time, has developed a company that has recently named as one of Houston’s Top 3 Best of the Best Insurance Firms in Houston, Texas. He started our humble roots working with his father at 15 by merely filing and moving papers and files, preparing them for appointments, and typing up policies to deliver to title companies. By the age of 20, Jason managed and developed automation and integrating technology.

This put his father’s agency as one of the most successful agencies based on production and customer loyalty in the county. At 21, his mother asked him one question that would define the rest of his life and his take on the business. “Why don’t you try this yourself? At that moment, Jason never thought even a consideration and declined the opportunity. Very quickly, Jason’s life started when his mother replied by saying,” What do you have to lose?” This one question defined and created the possibility for everything today. Jason’s purpose and love for the trade did come from a pivotal moment when his father took him to an appointment that ended up being a life insurance claim delivery. His perception of his father merely being an Insurance salesman went entirely out the door. That day he saw his father being of service to another human being when there was a massive change in this widows life. Going home that day, he saw the gift and the real privilege of being in insurance sales. From this one moment, it defined the purpose as you know it today and runs through the core of what IMD does.

communication is key

personal service

making a start

We are committed to giving our valued partners every educational tool available to enhance your experience with us. You have the opportunity to take advantage of the value-added webinars covering life, long-term care, underwriting and annuities.

We recognize you have a choice where you do business, and we appreciate and value our relationship with you. Please feel free to contact us today if we can assist you in any way.

We Will Assist You In Securing What Matters Most

Let’s take the first step together and help you secure what matters most.

what do you need?

Fields we specialize in

IMD Financial is one of the nation’s premier insurance marketing organizations dedicated to providing innovative insurance solutions and increasing the success of our producers and agency managers

" Systematize everything that is predictable, so that you can humanize everything that is exceptional

- Sharran Srivatsaa -

Learn About Our Team

Meet the Team Leaders

You Deserve One Of Our Best Agents

with Over 35 years of experience

important things you should know

Questions And Answers

Our success rate with clients is 100% once they or both have decided precisely why they need and want the products we provide..

100% YES! Our investors, and by the time we go over the benefits of having a structured Life Insurance policy. We show how to fund their investment deals; they smile and always say thank you for watching out for them.

Honesty, clear communication, and set expectations.

 The process varies from client to client and depends on the purpose of the purchase, Health, and qualification that determines underwriting guidelines by the carrier.

Our office is open from 9 am – 5 pm Monday – Friday and by appointment on Saturdays. Our agents will generally respond by email after hours.

We have a Property & Casualty division that offers Home, Flood, Auto, Business, Work Comp, Cyber Security, and other products designed to protect your Shelter, transportation, and business. Our Financial division offers Life insurance, Annuities, Be your own bank products for investors, and Pre-need policies for funeral & cremations.

Yes! We have invested in technology to be able to provide simplicity and systems to communicate and issue policies anywhere in the U.S.