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:

“The Ultimate Guide to Choosing an IMO or FMO”

Directory List of BGAs, FMOs & IMOs

If you’re an IMO or FMO that would like to add your listing in our directory, please click HERE.

If you would like to leave a review, please click HERE to create a profile.


Summary: GPAgency is an IMO in Raleigh that provides contracts for life and long-term care insurance, as well as annuities for growth and income planning. [...]
3820 Merton Dr., Suite 100, Raleigh, NC, North Carolina, USA 27609
Phone: 800-283-8376
Review-Section: GPAgency Reviews

Messer Financial Group

Summary: Messer Financial is a large IMO out of North Carolina that offers everything but investments. They have lead programs for Medicare Supplements, Final Expense [...]
4301 Morris Park Dr., Mint Hill, NC, North Carolina, USA 28227
Phone: 866-568-9649
Review-Section: Messer Financial Group Reviews

Pinnacle Benefits Group

Summary: Pinnacle Benefits Group is a senior focused FMO in North Carolina that also caters to individual health insurance. They provide minimal training, along with [...]
4964 University Parkway, Suite 101, Winston-Salem, NC., North Carolina, USA 27106
Phone: 800-259-3959
Review-Section: Pinnacle Benefits Group Reviews

The Assurance Group (TAG)

Summary: The Assurance Group (TAG), based out of North Carolina, is a senior-focused FMO that also owns its own separate direct mail lead generation business, [...]
5035 Prospect Street, Archdale, NC, North Carolina, USA 27263
Phone: 336-474-2333
Review-Section: The Assurance Group (TAG) Reviews

The Brokerage Resource (TBR)

Summary: The Brokerage Resource (TBR) is a senior-focused FMO in North Carolina. The firm was founded in 1992, building on the founding family's long history [...]
1502 West NC Highway 54, Suite 401, Durham, NC, North Carolina, USA 27707
Phone: 800-928-4998
Review-Section: The Brokerage Resource (TBR) Reviews

The Leazer Group

Summary: The Leazer Group is a relatively new IMO in Raleigh that focuses on annuities, Final Expense and mortgage protection. It provides training on a [...]
Anson Way Suite 211, Raleigh, NC, North Carolina, USA 27615
Phone: 919-845-4544
Review-Section: The Leazer Group Reviews

Equis Financial

Summary: Equis Financial is a large IMO located in North Carolina that focuses on Final Expense and Mortgage Protection, but offers all types of insurance [...]
83 S Tunnel Rd. Suite A-9, Asheville, North Carolina, North Carolina, USA 28805
Phone: 828-299-9600
Review-Section: Equis Financial Reviews

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