About Us
Capital Investment Management, Inc. (CIMI) is a financial services marketing and distribution company, known in the industry as an insurance marketing organization (IMO). We specialize in the wholesaling of annuities from high-quality and well-established insurance companies to financial advisors and consultants in the bank, brokerage, and independent broker-dealer channels.
Our Culture
Located in the French Quarter of New Orleans, we are influenced by the cultural diversity and soulful charm of this historic and hospitable city. We like to have fun. We care about people. And, we pride ourselves on our work. CIMI works with a few select carriers and investment partners to deliver best-in-class and personable service. We do not try to be everything to everybody. We develop strong personal relationships with the advisors that we work with and deliver open communication and speedy responses during business processing and servicing. Our small but mighty size allows us to be flexible in meeting the needs of our carriers and partners.
Plus Years in Business
Billion Dollars in Annuities
Environmental, Social, Governance (ESG) Statement
CIMI’s Managing Directors collaborate to define our ESG approach and hold us accountable to deliver on these commitments. Our Core Values and culture provide the foundation of our commitment to corporate sustainability and to integrating ESG into our operations and the services we provide to our clients.
ESG Commitments
Environmental
Acting as stewards for future generations, CIMI will:
- Combat climate change, pollution, and other negative environmental impacts by reducing the impact of our operations.
- Incorporate environmentally responsible and sustainable practices into all the services we provide to our clients.
Social
- Continue cultivating a culture of integrity that holds CIMI and its employees accountable to the highest ethical standards.
- Foster a diverse and inclusive workplace that allows all team members to be their complete, authentic selves.
- Engage with underrepresented groups and provide equitable opportunities in recruiting, the workplace, and promotion.
- Leverage diverse perspectives to deliver solutions that equitably provide benefits for our communities.
- Empower employees to pursue rewarding careers while also prioritizing their wellness, health, and safety.
- Support our communities through volunteer activities and charitable efforts.
Governance
- Utilize our Managing Directors to set and hold CIMI to ESG commitments.
- Sustain a compliance program that further advances CIMI’s ethical culture and empowers employees to discuss and report ethical challenges.
- Establish ESG performance standards and targets for our operations and client projects.
CIMI’s work helps to integrate sustainability throughout all our markets, services, and operations and act as stewards of the company. This Generational Company philosophy and our Core Values embed the Environmental, Social, Governance (ESG) framework into the fabric of CIMI.
Our History
The CIMI story began in 1990 when our founder, John C. Hazard, Jr., and his father, John C. Hazard, Sr. (“Jack”), started Teachers Retirement Services (TRS) to deliver unique private label retirement plans [403(b)s] to educators in school districts around the country. As a private label company, TRS had close relationships with 4-5 insurance companies. In 1998, the company was invited by the Hibernia Bank in New Orleans to create a bank-client friendly annuity for their depositors. Capital Investment Management, Inc. was established to distribute annuities to Hibernia Bank and similar institutions. Over the last 20+ years, CIMI has sold more than $6 billion in annuities. While our business has grown and evolved, our corporate philosophy and goals have not changed. We continued to remain committed to provide high-quality and focused support.
Start Working with CIMI Today
If your firm has an agreement in place with CIMI, we encourage you to sign-up to receive access to our members website. On the members website, you will find detailed information on insurance carriers, including rates, product brochures and other marketing materials.