Why Join Us

 

We're an Independent Marketing Organization.

As an IMO, we strive to deliver objective financial advice and product recommendations to independent insurance professionals.

 

We are a 'One Stop Shop'.

We offer a comprehensive array of life insurance, annuity, long-term care, and disability income insurance products with attractive commission rates. This provides you with the opportunity to cross-sell to your clients without having to shop around. Our services include Contracting & Licensing Assistance, On-Staff Underwriting, Sales Support and Product Knowledge.

 

We are affiliated with over 60 insurance carriers.

By having a wide selection of carriers, you can provide your clients with a product that best suits their needs.

 

We give unconditional back office support.

Our case management and administrative teams help with all aspects of your business. We offer the support you need so you can do what you do best - sell!

 

We provide education and training resources.

We can provide you practice management ideas and offer creative solutions to build deeper client relationships and make the sale.

 

We offer incentives and promotions.

We know you work hard and we want to reward you for it.

 

Our Mission...

Is to be an invaluable resource to the insurance community, a highly regarded partner to our carriers, and to provide the best possible venue for our employees to experience the satisfaction of delivering excellence, exceeding expectations, and outperforming our competitors.