IMO/FMO Directory
Use the filtering tool to your right to help you narrow down your options to select an IMO.
Agents can search IMOs by:
- Location (if you’re looking for local training)
- Insurance Verticals
- Average Google Review
- Average Facebook Review
- Whether they have marketing or insurance lead programs
- Whether they include training, free resources or a blog full of helpful tips
In addition to these options, on each IMO’s profile page you will find their contact info, social media channels, a quick review from us, and also other helpful links and information designed to making your choice easier.
Already affiliated with an IMO or FMO? Leave a review on their profile page to let other agents know about your experiences with them.
To better understand the differences between an IMO and an FMO or what to watch out for when contracting through one of them, check out our latest blog post:
Directory List of BGAs, FMOs & IMOs
HBW Partners
Summary:
HBW Partners is a California-based FMO for financial advisors looking to round out their insurance offerings. HBW promotes Tactical Asset Allocation in over-valued markets [...]
Address:
3355 Cochran St., Suite 100,, Simi Valley, California, California, USA 93063
Phone:
800-473-3856
Review-Section:
HBW Partners Reviews
Legacy Marketing Group
Summary:
California-based Legacy Marketing Group (no affiliation with Legacy Agent or Legacy Assurance Group) is an IMO that offers annuities, life and long term care [...]
Address:
2090 Marina Avenue, Petaluma, CA 94954-6714, California, USA 94954
Phone:
800-395-1053
Review-Section:
Legacy Marketing Group Reviews
LifePro Financial Services
Summary:
LifePro Financial Services is a San Diego IMO that's been around since the 80s and offers the traditional mix of retiree products. It has [...]
Address:
11512 El Camino Real, Suite 100, San Diego, CA, California, USA 92130
Phone:
888-543-3776
Review-Section:
LifePro Financial Services Reviews
Partners Advantage Insurance Services
Summary:
Partners Advantage is an IMO in California that focuses on financial professionals who offer comprehensive solutions to clients, whether they're still working, about to [...]
Address:
1825 Chicago Ave, Suite 240, Riverside, CA, California, USA 92507
Phone:
888-251-5525
Review-Section:
Partners Advantage Insurance Services Reviews
Flynn Associates
Summary:
Flynn Associates has one of the least accessible websites about its approach to helping agents sell MGA; everything is locked behind a login. It [...]
Address:
21600 Oxnard Street, Ste 650, Woodland Hills, CA, California, USA 91367
Phone:
800-473-5967
Review-Section:
Flynn Associates Reviews
Rogers Benefit Group
Summary:
Rogers Benefit Group dates back to the 1940s, when its founder began serving the employee benefits sub-niche of the B2B insurance world. They help [...]
Address:
130 N. Brand Blvd., Suite 310, Glendale, CA, California, USA 91203
Phone:
818-502-3800
Review-Section:
Rogers Benefit Group Reviews
South Bay Health Insurance Services
Summary:
South Bay Health Insurance Services (SBHIS) is a senior insurance FMO for California agents. They offer mentorship and training for new agents, in addition [...]
Address:
740 Bay Blvd, Chula Vista, CA, California, USA 91910
Phone:
888-475-8985
Review-Section:
South Bay Health Insurance Services Reviews
The Annuity Consultants
Summary:
The Annuity Consultants is a "boutique" annuity and life insurance IMO based in Del Mar, California. They have several marketing and lead programs including [...]
Address:
2683 Via De La Valle Ste G332, Del Mar, CA 92014, US, California, USA 92014
Phone:
858-356-9368
Review-Section:
The Annuity Consultants Reviews
First Financial Resources
Summary:
California-based First Financial Resources is one of the few IMOs in our directory that is by invitation or referral only - so you need [...]
Address:
100 Spectrum Center Drive - Suite 400,, Irvine, CA, California, USA 92618
Phone:
949-223-2165
Review-Section:
First Financial Resources Reviews
The Annuity Store
Summary:
The Annuity Store is an annuity and life insurance IMO out of Sacramento that is part of the TruChoice Financial Group. They offer tons [...]
Address:
1451 River Park Drive, Suite 130, Sacramento, CA, California, USA 95815
Phone:
800-825-6094
Review-Section:
The Annuity Store Reviews
FFP Insurance Services
Summary:
FFP Insurance Services is a national network of IMOs based in California, that's focused on life insurance and disability insurance for pre-retirees, as well [...]
Address:
28005 Smyth Dr., Suite 103, Valencia, California, California, USA 91355
Phone:
866 587-0626
Review-Section:
FFP Insurance Services Reviews
The Producers Group
Summary:
The Producers Group is a San Diego-based IMO that gives agents access to more than 40 carriers for life and disability insurance and annuities. [...]
Address:
9171 Towne Centre Drive, Suite 350, San Diego, CA, California, USA 92122
Phone:
800-441-0140
Review-Section:
The Producers Group Reviews
Van Berg and Associates
Summary:
Van Berg and Associates is a senior-focused FMO in California that focuses on Medicare Supplements and Medicare Advantage but also offers annuities, Final Expense, [...]
Address:
8425 Brentwood Blvd Suite A1, Brentwood, CA, California, USA 94513
Phone:
800-723-5228
Review-Section:
Van Berg and Associates Reviews
Disability Insurance Services
Summary:
Disability Insurance Services is one of the top disability insurance MGAs available to insurance agents, with headquarters in San Diego and offices across the [...]
Address:
4444 Zion Avenue, San Diego, CA, California, USA 92120
Phone:
800-898-9641
Review-Section:
Disability Insurance Services Reviews
CPS Insurance Services
Summary:
CPS Insurance Services is a national IMO based in California. Its services are geared toward more established agents who know how to sell insurance [...]
Address:
4400 MacArthur Blvd., 8th Floor,, Newport Beach, California, California, USA 92660
Phone:
949-863-0700
Review-Section:
CPS Insurance Services Reviews
BackNine Insurance
Summary:
BackNine Insurance is an IMO located near Los Angeles that concentrates mostly on life, long-term care, disability and annuity sales. They have a CRM [...]
Address:
310 N. Westlake Blvd., Suite. 240,, Westlake Village, CA, California, USA 91362
Phone:
800-790-1951
Review-Section:
BackNine Insurance Reviews
Asurea
Summary:
Asurea is a behemoth IMO near Sacramento that does business in all 50 states and offers many verticals of insurance. Founded in 1991, Asurea [...]
Address:
3010 Lava Ridge Ct., Suite 150, Roseville, CA, California, USA 95661
Phone:
800-689-5490
Review-Section:
Asurea Reviews
Asset Marketing Systems
Summary:
A San Diego based IMO, Asset Marketing Systems has an attractive marketing program for agents that contract with them, which helps brand the financial [...]
Address:
15050 Avenue of Science, San Diego CA, California, USA 92128
Phone:
888-303-8755
Review-Section:
Asset Marketing Systems Reviews
Applied General Agency (AGA)
Summary:
AGA is an FMO in Anaheim that specializes in the Medicare niche. They offer a generous 50% marketing co-op plan to agents contracted through [...]
Address:
1040 N, Tustin Avenue, Anaheim, CA, California, USA 92807
Phone:
800-498-6880
Review-Section:
Applied General Agency (AGA) Reviews
