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
Daviso Insurance Group (DIG)
Summary:
Daviso Insurance Group (DIG) is one of the original IMOs that specialized in selling Final Expense over the phone - after fine-tuning its face-to-face [...]
Address:
5900 Roche Dr,, Columbus, OH, Ohio, USA 43229
Phone:
888-863-2445
Review-Section:
Daviso Insurance Group (DIG) Reviews
Dallas Financial Wholesalers
Summary:
Dallas Financial Wholesalers is a Texas-based IMO that focuses mostly on annuities. They pride themselves on being one of the first IMOs to offer [...]
Address:
7512 San Jacinto Place, Ste. 100, Plano, TX, Texas, USA 75024
Phone:
800-746-8397
Review-Section:
Dallas Financial Wholesalers Reviews
Crump Insurance Services
Summary:
It seems like many IMOs or their uplines have a contract through Crump - a massive IMO that's an indirect subsidiary of BB&T Corporation. [...]
Address:
USA
Phone:
800-243-3867
Review-Section:
Crump Insurance Services Reviews
Crowe and Associates
Summary:
Crowe and Associates is a Connecticut-based FMO that enables agents to sell senior products like Medicare Supplements, life insurance and annuities. Agents can also [...]
Address:
304 Federal Road Suite 107,, Brookfield CT, Connecticut, USA 06804
Phone:
203-796-5403
Review-Section:
Crowe and Associates Reviews
Creative One
Summary:
Creative One, previously known as Creative Marketing, is a life and annuity IMO that caters to financial advisors with RIA and investment options. With [...]
Address:
11460 Tomahawk Creek Pkwy Suite 200, Leawood, KS, Kansas, USA 66211
Phone:
800-992-2642
Review-Section:
Creative One 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
Copeland Insurance Group
Summary:
The Copeland Insurance Group has been around since 1962 - definitely a lot longer than the majority of IMOs listed in this directory. A [...]
Address:
1203 A West Loop 281, Longview, TX, Texas, USA 75604
Phone:
800-220-8899
Review-Section:
Copeland Insurance Group Reviews
Chris Westfall
Summary:
Chris Westfall is a great upline to have if you plan on selling Medicare Supplements over the phone. His training forum, MedicareAgentTraining.com, is one [...]
Address:
3955 Faber Place Dr., Suite 205, N. Charleston, SC, South Carolina, USA 29405
Phone:
800-729-9590
Review-Section:
Chris Westfall Reviews
Carrier Contracting Services
Summary:
Carrier Contracting Services is a Florida-based IMO that was established in 2011 after the owner found many IMOs not operating to professional standards. This [...]
Address:
USA
Phone:
618-767-6890
Review-Section:
Carrier Contracting Services Reviews
Care Value
Summary:
Care Value is a national Medicare-oriented FMO located in New York. They have numerous lead and marketing programs for agents and training for newer [...]
Address:
5263 Parkside Dr., Canandaigua, NY, New York, USA 14424
Phone:
855-888-8326
Review-Section:
Care Value Reviews
Brokers International Ltd
Summary:
Founded in Iowa in 1983, Brokers International is another great FMO to go with if you’re looking for an upline to help you get [...]
Address:
4135 NW Urbandale Drive, Urbandale, IA, Iowa, USA 50322
Phone:
866-250-9159
Review-Section:
Brokers International Ltd Reviews
Brokers Alliance
Summary:
Brokers Alliance is a behemoth of an IMO near Phoenix that offers practically every type of insurance vertical except P&C. They have plenty of [...]
Address:
16930 E. Palisades Blvd #100, Fountain Hills, AZ, Arizona, USA 85268
Phone:
800-290-7226
Review-Section:
Brokers Alliance Reviews
Berwick Insurance Group
Summary:
The Berwick Insurance Group is a national IMO out of Tucson. It's one of the only IMOs that specializes in Medicare plans but also [...]
Address:
4576 E Camp Lowell Dr,, Tucson, AZ, Arizona, USA 85712
Phone:
888-745-2320
Review-Section:
Berwick Insurance Group 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
Ash Brokerage
Summary:
Ash Brokerage is an elite IMO in Indiana that focuses on four main branches of the insurance industry: life, long term care and disability [...]
Address:
888 S. Harrison St., Suite 900, Fort Wayne, IN, Indiana, USA 46802
Phone:
800-589-3000
Review-Section:
Ash Brokerage Reviews
Art Jetter & Company
Summary:
Art Jetter & Co. is an IMO in Omaha that cates to annuities, life and long term care insurance. They offer contracted agents FREE [...]
Address:
11305 Chicago Circle, Omaha, NE, Nebraska, USA 68154
Phone:
800-228-0008
Review-Section:
Art Jetter & Company 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
Ann Arbor Annuity Exchange
Summary:
AAAE is another company that partnered up to form the mega-IMO, TruChoice Financial Group. Once registered, you can find a ton of agent resources [...]
Address:
45 Research Dr, Ann Arbor, MI, Michigan, USA 48103
Phone:
800-321-3924
Review-Section:
Ann Arbor Annuity Exchange Reviews