IMO/FMO Directory

Find the Perfect Upline!

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”

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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.

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 [...]
4884 Higbee Ave. NW, Suite 200, Canton,Ohio, Ohio, USA 44718
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 [...]
1608 Village Market Blvd SE, #200, Leesburg, VA, Virginia, USA 20175
Phone: 800-699-0299
Review-Section: Kestler Financial 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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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. [...]
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 [...]
4301 Morris Park Dr., Mint Hill, NC, North Carolina, USA 28227
Phone: 866-568-9649
Review-Section: Messer Financial Group Reviews

Milner Group

Summary: Milner Group is a Colorado IMO that's been in business for 60 years, with over $40 billion in placed premium for life insurance and [...]
26 W. Dry Creek Circle, Suite 575, Littleton, CO, Colorado, USA 80120
Phone: 303-797-9080
Review-Section: Milner Group Reviews

Moody Insurance Group

Summary: Moody Insurance Group (MIG) is an IMO out of Texas that only represents a couple of Texas-based insurance companies: National Western Life and American [...]
2302 Post Office, Suite 601, Galveston, Texas, Texas, USA 77550
Phone: 800-252-4002
Review-Section: Moody Insurance Group Reviews


Summary: Medicare Supplement Insurance Service (MSIS) is a predominantly Medicare focused IMO in Georgia that also helps agents sell Final Expense. They have lead programs [...]
3250 North Valdosta Road, Valdosta, Georgia, Georgia, USA 31602
Phone: 800-845-8765
Review-Section: MSIS Reviews

Summary: is an FMO in Virginia that caters mostly to agents wanting to sell long-term care, but it also provides disability and life insurance [...]
PO Box 11 Fairfax, Station, VA, Virginia, USA 22039
Phone: 800-288-6170
Review-Section: Reviews

National Brokerage

Summary: National Brokerage is an IMO in Boise that has been in business since 1995. With more than 75 employees in seven locations, National represents [...]
401 W. Front Street Suite 500, Boise, ID, Idaho, USA 83702
Phone: 800-377-6344
Review-Section: National Brokerage Reviews

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