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
GamePlan Financial
Summary:
GamePlan Financial is another FMO that joined forces with other FMOs to form TruChoice. It focuses mainly on annuities, with some life and long-term [...]
Address:
USA
Phone:
800-886-4757
Review-Section:
GamePlan Financial Reviews
Insurance Agency Marketing Services
Summary:
Insurance Agency Marketing Services (IAMS) is an IMO in Nebraska that works within the Medicare, life, long-term care insurance and annuity arenas. It offers [...]
Address:
505 North 210th Street, Elkhorn, NE, Nebraska, USA 68022
Phone:
800-255-5055
Review-Section:
Insurance Agency Marketing Services Reviews
InsurMark
Summary:
InsurMark is an investment and retirement focused IMO in Houston. They offer a large array of branding and marketing services for agents contracted with [...]
Address:
820 Gessner, Suite 970, Houston, TX, Texas, USA 77024
Phone:
800-752-0207
Review-Section:
InsurMark Reviews
Integrity Marketing Group
Summary:
Integrity Marketing Group is an IMO in Dallas that recently acquired Cornerstone Brokerage, a senior-focused IMO, which helped expand Integrity further into the senior [...]
Address:
9111 Cypress Waters Blvd. Ste. 450, Dallas, TX, Texas, USA 75019
Phone:
866-650-1857
Review-Section:
Integrity Marketing Group Reviews
InVida Financial Network
Summary:
InVida is a Virginia-based IMO that offers contracts for the senior niche and pre-retirees (through disability insurance). InVida is one of the IMOs in [...]
Address:
3325 US Hwy 29, Suite A Danville, VA, Virginia, USA 24540
Phone:
855-224-2226
Review-Section:
InVida Financial Network Reviews
Jack Schroeder and Associates
Summary:
Jack Schroeder and Associates is a Medicare-centric FMO in Green Bay, Wisc., that offers free T65 lists to its contracted agents, in addition to [...]
Address:
2064 Allouez Avenue, Green Bay, WI, Wisconsin, USA 54311
Phone:
800-582-5721
Review-Section:
Jack Schroeder and Associates Reviews
JLS Marketing Concepts
Summary:
JLS Marketing Concepts is a senior-focused FMO tucked away in Canton, Ohio. They offer over 350 training videos in addition to their lead generation [...]
Address:
4884 Higbee Ave. NW, Suite 200, Canton,Ohio, Ohio, USA 44718
Phone:
800-211-0017
Review-Section:
JLS Marketing Concepts Reviews
Kestler Financial Group
Summary:
Virginia-based Kestler Financial Group doesn't go by the moniker IMO or FMO; they call themselves an IDC, an Independent Distribution Company, because they partner [...]
Address:
1608 Village Market Blvd SE, #200, Leesburg, VA, Virginia, USA 20175
Phone:
800-699-0299
Review-Section:
Kestler Financial Group Reviews
Keystone Insurers Group
Summary:
Keystone Insurers Group, an IMO created in the 80s by four agencies pooling their premium for better contracts, has grown to over 300 agency [...]
Address:
13800 Jackson Rd, Mishawaka IN, Indiana, USA 46544
Phone:
877-691-5424
Review-Section:
Keystone Insurers Group Reviews
Kingdom Insurance Group
Summary:
Kingdom Insurance Group is a family-owned National Marketing Organization (NMO), which means they're licensed in all 50 states although they're based in Georgia. They [...]
Address:
515 North Broad Street,, Thomasville, Georgia,, Georgia, USA 31792
Phone:
800-922-8007
Review-Section:
Kingdom Insurance Group Reviews
Kistler Tiffany Benefits
Summary:
Kistler Tiffany Benefits, based near Philadelphia, is one of the Top 20 employee benefits firms in the country. They do require agents to be [...]
Address:
400 Berwyn Park, Suite 200 899, Cassatt Road Berwyn, PA, Pennsylvania, USA 19312
Phone:
800-396-4309
Review-Section:
Kistler Tiffany Benefits Reviews
Lakeview Financial
Summary:
Lakeview Financial is a BGA that started in 2006, located in Boise and licensed in all 50 states. It caters to the pre-retiree and [...]
Address:
10074 W. Fairview Ave. Suite 140, Boise, ID, Idaho, USA 83704
Phone:
800-841-2855
Review-Section:
Lakeview Financial Reviews
Legacy Assurance Group
Summary:
Wyoming-based Legacy Agent, also affiliated with Legacy Assurance Group, is an MGA that focuses mostly on three areas: Final Expense, mortgage protection and long [...]
Address:
1903 S Greeley Hwy #311, Cheyenne, WY, Wyoming, USA 82007
Phone:
888-479-9888
Review-Section:
Legacy Assurance Group Reviews
Legacy Marketing Group
Summary:
California-based Legacy Marketing Group (no affiliation with Legacy Agent or Legacy Assurance Group) is an IMO that offers annuities, life and long term care [...]
Address:
2090 Marina Avenue, Petaluma, CA 94954-6714, California, USA 94954
Phone:
800-395-1053
Review-Section:
Legacy Marketing Group Reviews
Levinson & Associates
Summary:
Levinson & Associates was founded in Florida in 1972. Let's just say they're not messing around - their website is a repository of resources [...]
Address:
5551 N. University Dr. #201, Coral Springs, FL, Florida, USA 33067
Phone:
800-375-2279
Review-Section:
Levinson & Associates Reviews
LifePro Financial Services
Summary:
LifePro Financial Services is a San Diego IMO that's been around since the 80s and offers the traditional mix of retiree products. It has [...]
Address:
11512 El Camino Real, Suite 100, San Diego, CA, California, USA 92130
Phone:
888-543-3776
Review-Section:
LifePro Financial Services Reviews
Lion Street Financial
Summary:
Lion Street Financial is another exclusive IMO club - only 200 agencies have passed that high bar to join their ranks. They have contracts [...]
Address:
515 Congress Ave., Suite 2500, Austin, TX, Texas, USA 78701
Phone:
512-776-8400
Review-Section:
Lion Street Financial Reviews
M&O Marketing
Summary:
M&O Marketing, a Michigan based IMO, claims to be the oldest in the industry - doing business for over 40 years. They offer many [...]
Address:
27777 Franklin Road Suite 700, Southfield, MI, Michigan, USA 48034
Phone:
800-228-5964
Review-Section:
M&O Marketing Reviews
MarketShare Financial
Summary:
MarketShare Financial is an employee-owned IMO that was established in Indiana in 1985. Their website doesn't contain many details about the business beyond that. [...]
Address:
11611 N. Meridian Street Suite 300, Carmel, IN, Indiana, USA 46032
Phone:
800-421-8260
Review-Section:
MarketShare Financial Reviews
Messer Financial Group
Summary:
Messer Financial is a large IMO out of North Carolina that offers everything but investments. They have lead programs for Medicare Supplements, Final Expense [...]
Address:
4301 Morris Park Dr., Mint Hill, NC, North Carolina, USA 28227
Phone:
866-568-9649
Review-Section:
Messer Financial Group Reviews
