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.

Zenith Marketing Group

Summary: Zenith Marketing is an IMO headquartered in NJ that caters to financial professionals who take a holistic planning approach. Zenith was recently acquired by [...]
26 W. Dry Creek Circle, Suite 575, Littleton, CO, Colorado, USA 80120
Phone: 800-733-0054
Review-Section: Zenith Marketing Group Reviews

DFS Marketing

Summary: DFS Marketing, a Texas life and annuity IMO, has one of the top 10 most helpful and resourceful websites of all IMOs. They have [...]
100 I-45 N Ste 410, Conroe, TX, Texas, USA 77301
Phone: 855-740-3140
Review-Section: DFS Marketing 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 [...]
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 [...]
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 [...]
4400 MacArthur Blvd., 8th Floor,, Newport Beach, California, California, USA 92660
Phone: 949-863-0700
Review-Section: CPS Insurance Services 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,, is one [...]
3955 Faber Place Dr., Suite 205, N. Charleston, SC, South Carolina, USA 29405
Phone: 800-729-9590
Review-Section: Chris Westfall 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 [...]
5263 Parkside Dr., Canandaigua, NY, New York, USA 14424
Phone: 855-888-8326
Review-Section: Care Value 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 [...]
16930 E. Palisades Blvd #100, Fountain Hills, AZ, Arizona, USA 85268
Phone: 800-290-7226
Review-Section: Brokers Alliance 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 [...]
310 N. Westlake Blvd., Suite. 240,, Westlake Village, CA, California, USA 91362
Phone: 800-790-1951
Review-Section: BackNine Insurance Reviews


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 [...]
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 [...]
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 [...]
888 S. Harrison St., Suite 900, Fort Wayne, IN, Indiana, USA 46802
Phone: 800-589-3000
Review-Section: Ash Brokerage Reviews

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