Leverage our years of experience working with over 50 top IMOs to avoid pitfalls and learn the best way to accelerate your business — from recruiting, to marketing, to streamlining your operations.
Lead generation isn’t just about getting an list of prospects — it’s about connecting means with needs. Let us introduce you to one of our many partners that can help you grow your business.
In our competitive industry it’s essential to invest in marketing. Leverage our resources to get the best return on your spend. We promise to help you identify your target market, develop and execute a plan, and ensure you have the right partners supporting your team to achieve optimal results.
We work with carriers throughout the industry to develop proprietary annuities and life insurance products that meet the demand of our IMOs’ partners.
Back Office Support
If you need help, we’ve got you covered. Leverage our team for processing new business, quoting, and contracting.
Advance Case Design
Does your team need a resource to help tackle difficult case designs? If it’s annuities or life insurance, we can help your team to design a plan that solves client needs.