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
Advisors Excel
Advisors Excel is for the investment advisor or retirement planner who wants to offer clients a distinguished service. This Kansas-based IMO helps agents with multiple marketing and lead programs designed to book appointments. They seem to rely on press relations with local media more than a blog or social media, and they pride themselves on being certified as a Great Place to Work. In addition to their comprehensive marketing programs focused on book creation, digital marketing, radio and more, another point that stood out is the amount of support staff they have to help advisors assist their clients.
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