About Us

About IBA Financial, LLC

As a dynamic Managing Brokerage Agency, we have been assisting clients achieve their financial goals since 1965. We deliver practical professional solutions with a philosophy that centers on the provision of quality products, and a format with a specialized team of legal, tax and financial advisors.

Our commitment to providing superior products at a competitive rates serves both the life insurance consumer as well as their existing advisor. We will be happy to assist your Broker/Financial Planner to seek out financially sound carriers to fit your specific needs.

Due to rapidly changing laws, regulations and tax legislation we feel it imperative to maintain a program of education with regard to insurance issues that include, but not limited to, compliance, marketing practices and product development. We also provide third party advice in the analysis of proposed or existing insurance to ensure your financial program meets your needs and standards.

Services Offered

  • Competitive Term Insurance Comparisons
  • Long Term Care Insurance
  • Wealth Transfer
  • Pension Maximization (Alternative to Choosing Survivor Benefits)
  • Immediate & Fixed Annuities
  • Estate Planning, Trusts And Charitable Planning
  • Life Settlements (Secondary Market For Insurance No Longer Needed)
  • Business Insurance And Entity Continuation
  • Employee Benefits Including Pension Strategy


  • Security Mutual NY
  • Athene
  • Mass Mutual
  • John Hancock
  • William Penn
  • Voya
  • Lincoln Financial
  • BUnited States Life
  • Prudential
  • National Life Vermont
  • Brighthouse Financial
  • Wilton Re NY