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
Financial Independence Group (FIG)
Summary:
Financial Independence Group (FIG) is an IMO that puts a ton of focus on retirement planning. Licensed in all 50 states with office locations [...]
Address:
19520 West Catawba Ave Suite 200, Cornelius, NC, North Carolina, USA 28031
Phone:
800-527-1155
Review-Section:
Financial Independence Group (FIG) 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, [...]
Address:
5035 Prospect Street, Archdale, NC, North Carolina, USA 27263
Phone:
336-474-2333
Review-Section:
The Assurance Group (TAG) Reviews
Financial Brokerage
Summary:
Financial Brokerage Inc., an IMO located in Omaha, covers most insurance verticals for pre-retirees and retirees. They emphasize marketing over lead generation by offering [...]
Address:
17110 Marcy Street, Suite 100, Omaha, NE, Nebraska, USA 68118
Phone:
800-397-9999
Review-Section:
Financial Brokerage Reviews
The Brokerage
Summary:
The Brokerage Inc. is a Texas-based FMO that provides under 65 health insurance and over 65 Medicare contracts, in addition to life and long [...]
Address:
233 West Main Street, Lewisville, Texas, Texas, USA 75057
Phone:
800-442-4915
Review-Section:
The Brokerage Reviews
Final Expense Services
Summary:
Ben Boman's Final Expense Services is a Final Expense IMO near Dallas that partnered up with EFES to help agents sell Final Expense and [...]
Address:
1651 N. Collins Blvd, Suite 300,, Richardson, Texas, Texas, USA 75080
Phone:
888-889-5184
Review-Section:
Final Expense Services 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 [...]
Address:
1502 West NC Highway 54, Suite 401, Durham, NC, North Carolina, USA 27707
Phone:
800-928-4998
Review-Section:
The Brokerage Resource (TBR) Reviews
Final Expense Entourage
Summary:
Final Expense Entourage is a fairly new IMO that obviously specializes in FE, but also offers a Medicare program to help agents cross-sell. It [...]
Address:
USA
Review-Section:
Final Expense Entourage Reviews
The Insurance Squad
Summary:
The Insurance Squad is owned and operated by Matt Mungia, a Texas-based Final Expense producer who was another collaborator featured in our book. His [...]
Address:
29122 Bettina, Boerne, TX, Texas, USA 78006
Phone:
800-244-0541
Review-Section:
The Insurance Squad Reviews
Final Expense Agent Mentor (David Duford)
Summary:
David Duford recently dropped the Final Expense Agent Mentor brand in favor of a general name brand, and now, he's added Mortgage Protection, Medicare [...]
Address:
USA
Phone:
-
Review-Section:
Final Expense Agent Mentor (David Duford) 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 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 [...]
Address:
Anson Way Suite 211, Raleigh, NC, North Carolina, USA 27615
Phone:
919-845-4544
Review-Section:
The Leazer Group Reviews
FEXContracting
Summary:
FEXContracting is a top Final Expense FMO that also helps agents cross-sell Medicare products. It's one of the few, if not the only FMO, [...]
Address:
2420 E Morgan Ave, Evansville, IN 47711-4421, Indiana, USA 47711
Phone:
800-673-5309
Review-Section:
FEXContracting Reviews
The Life and Annuity Shoppe
Summary:
The Life and Annuity Shoppe is an IMO in Florida that specializes in annuity and life insurance niches, offering over 20 companies to help [...]
Address:
3523 Alternate 19, Palm Harbor, FL, Florida, USA 34683
Phone:
888-661-1999
Review-Section:
The Life and Annuity Shoppe Reviews
Family First Life
Summary:
Family First Life is a Final Expense, Mortgage Protection and Medicare Supplement IMO in Connecticut that utilizes direct mail, TV and Facebook leads for [...]
Address:
2 Chapman Lane, Gales Ferry, CT, USA 06335
Phone:
860-317-1324
Review-Section:
Family First Life 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
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 [...]
Address:
83 S Tunnel Rd. Suite A-9, Asheville, North Carolina, North Carolina, USA 28805
Phone:
828-299-9600
Review-Section:
Equis Financial Reviews
TLC insurance Group
Summary:
TLC Insurance Group offers annuity, life insurance and senior health contracts in addition to financial planning services. TLC is based in Ohio, but works [...]
Address:
8700 East Market Street, Suite 8, Warren, OH, Ohio, USA 44484
Phone:
800-719-3751
Review-Section:
TLC insurance Group Reviews
TR King Insurance Marketing
Summary:
TR King Insurance Marketing, named after its founder Todd R King (who was one of the collaborators in our book), is a Virginia based [...]
Address:
7445 McConnell Rd, Roanoke, VA, Virginia, USA 24019
Phone:
800-590-7207
Review-Section:
TR King Insurance Marketing Reviews
Emrick Insurance Marketing Group
Summary:
Emrick is a senior-focused FMO in Illinois that offers annuities, life, disability and long term care insurance in addition to Medicare and supplementary products [...]
Address:
812 Purple Martin Blvd. E.,, Griggsville, IL, Illinois, USA 62340
Phone:
800-247-6740
Review-Section:
Emrick Insurance Marketing Group Reviews
TriQuest USA
Summary:
TriQuest USA is a Virginia-based IMO that was created in 1999 with a focus on life insurance - IUL, to be more specific. They [...]
Address:
1407 Stephanie Way, Ste B, Chesapeake, Virginia, Virginia, USA 23320
Phone:
757-424-8901
Review-Section:
TriQuest USA Reviews
