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
Schaefer Financial Group
Summary:
Schaefer Financial Group is an exclusive Minnesota-based IMO that only caters to agents and advisors who are already producing large amounts of premium. To [...]
Address:
1090 Second Street South Ste 2C, Sartell, Minnesota, Minnesota, USA 56377
Phone:
877-257-8246
Review-Section:
Schaefer Financial Group Reviews
Securus
Summary:
Securus is a New Jersey based IMO that focuses on life insurance (both Mortgage Protection term and Final Expense whole life). Its agents produce [...]
Address:
1070 ROUTE 34 SUITE S, MATAWAN, NJ, New Jersey, USA 07747
Phone:
800-936-1715
Review-Section:
Securus Reviews
Sellin Advisory Group
Summary:
Sellin Advisor Group is an Idaho-based IMO that focuses on comprehensive planning solutions like estate planning and business continuation planning, using life insurance in [...]
Address:
1036 E. Iron Eagle Dr. Ste. 100, Eagle, ID, Idaho, USA 83616
Phone:
800-423-3113
Review-Section:
Sellin Advisory Group Reviews
Senior Benefit Services
Summary:
Senior Benefit Services is a Maryland-based FMO that focuses on the senior niche - providing contracts for Medicare, Final Expense, annuities, and supplemental health [...]
Address:
13511 Label Lane Suite 204, Hagerstown, MD, Maryland, USA 21740
Phone:
800-924-4727
Review-Section:
Senior Benefit Services Reviews
Senior Insurance Solutions (SIS)
Summary:
Senior Insurance Solutions is an IMO focused on Final Expense sales. They offer extensive training for new agents who don't have any sales experience [...]
Address:
USA
Phone:
618-224-9447
Review-Section:
Senior Insurance Solutions (SIS) Reviews
Senior Market Design
Summary:
Senior Market Design is a large senior FMO based in Omaha, Nebraska. They have a huge staff and multiple tools to support agents, including [...]
Address:
2840 South 70th St. Ste 7 #251, Lincoln, NE, Nebraska, USA 68506
Phone:
888-495-8038
Review-Section:
Senior Market Design Reviews
SIAA
Summary:
SIAA (Strategic Insurance Agency Alliance) is an IMO out of New Hampshire. It offers independent agents and agencies access to various personal lines, in [...]
Address:
234 Lafayette Road, Hampton, NH, New Hampshire, USA 03842
Phone:
603-601-1247
Review-Section:
SIAA Reviews
Simplicity Financial Marketing
Summary:
Simplicity Financial Marketing is a mega-FMO created from four other FMOs: BHC, Dressander, Liberty Financial, and Vick & Associates. With 225 employees based in [...]
Address:
190 Trumbull Street Suite 301, Hartford, CT, Connecticut, USA 06103
Phone:
800-201-0224
Review-Section:
Simplicity Financial Marketing 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
StarLife Partners
Summary:
StarLife Partners is an IMO out of Brooklyn, NY that caters to advisors who focus on financial planning using investments, life insurance and executive [...]
Address:
4901 16th Avenue, Brooklyn NY, New York, USA 11204
Phone:
718-972-8400
Review-Section:
StarLife Partners Reviews
SterlingBridge Partners
Summary:
SterlingBridge Partners is an IMO in Massachusetts for financial advisors looking for life, disability, long-term care insurance, and annuity contracts. They provide training through [...]
Address:
38 Austin Street, Worcester, Massachusetts, Massachusetts, USA 01609
Phone:
508-797-9293
Review-Section:
SterlingBridge Partners Reviews
Sunderland Group
Summary:
The Sunderland Group has been in business in Fargo, ND, since 1968, calling itself the "original FMO." They equip their agents with a website [...]
Address:
2102 Great Northern Drive N, Fargo, ND 58102-3249, North Dakota, USA 58102
Phone:
800-373-9807
Review-Section:
Sunderland Group Reviews
Symmetry Financial Group
Summary:
Symmetry is a North Carolina based IMO that blows away almost all other IMOs when it comes to positive online reviews - which is [...]
Address:
204 Whitson Avenue Suite 2C, Swannanoa, NC, North Carolina, USA 28778
Phone:
877-285-5402
Review-Section:
Symmetry Financial Group Reviews
The Annuity & Life Source
Summary:
The Annuity and Life Source is, as its name implies, an annuity and life insurance IMO that has offices in Washington and Ohio. Their [...]
Address:
11400 SE 8th St Ste 430, Bellevue, WA, Washington state, USA 98004
Phone:
800-743-4930
Review-Section:
The Annuity & Life Source 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 Income Advisors
Summary:
First Income Advisors is an IMO for financial professionals who want to utilize seminar marketing to sell annuities for retirement income planning. With locations [...]
Address:
8530 Veterans Highway, Millersville, MD, Maryland, USA 21108
Phone:
888-556-1379
Review-Section:
First Income Advisors 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
First Annuity & Insurance Marketing
Summary:
First Annuity is an advanced financial planning IMO near Denver that utilizes annuities and life insurance to help retirees create an efficient retirement income [...]
Address:
7105 W 44th Ave,, Wheat Ridge, CO, Colorado, USA 80033
Phone:
888-758-7305
Review-Section:
First Annuity & Insurance Marketing Reviews
The ASA Group
Summary:
The ASA Group is a BGA out of Little Rock, AR, that offers contracts for insurance verticals related to pre-retirees (disability and life) and [...]
Address:
11807 Hinson Road, Little Rock, AR, Arkansas, USA 72212
Phone:
501-224-7739
Review-Section:
The ASA Group Reviews