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.

Symmetry Financial Group

Summary: Symmetry is a North Carolina based IMO that blows away almost all other IMOs when it comes to positive online reviews - which is [...]
204 Whitson Avenue Suite 2C, Swannanoa, NC, North Carolina, USA 28778
Phone: 877-285-5402
Review-Section: Symmetry Financial Group Reviews

The Annuity & Life Source

Summary: The Annuity and Life Source is, as its name implies, an annuity and life insurance IMO that has offices in Washington and Ohio. Their [...]
11400 SE 8th St Ste 430, Bellevue, WA, Washington state, USA 98004
Phone: 800-743-4930
Review-Section: The Annuity & Life Source Reviews

The Annuity Consultants

Summary: The Annuity Consultants is a "boutique" annuity and life insurance IMO based in Del Mar, California. They have several marketing and lead programs including [...]
2683 Via De La Valle Ste G332, Del Mar, CA 92014, US, California, USA 92014
Phone: 858-356-9368
Review-Section: The Annuity Consultants Reviews

First Income Advisors

Summary: First Income Advisors is an IMO for financial professionals who want to utilize seminar marketing to sell annuities for retirement income planning. With locations [...]
8530 Veterans Highway, Millersville, MD, Maryland, USA 21108
Phone: 888-556-1379
Review-Section: First Income Advisors Reviews

First Financial Resources

Summary: California-based First Financial Resources is one of the few IMOs in our directory that is by invitation or referral only - so you need [...]
100 Spectrum Center Drive - Suite 400,, Irvine, CA, California, USA 92618
Phone: 949-223-2165
Review-Section: First Financial Resources Reviews

The Annuity Store

Summary: The Annuity Store is an annuity and life insurance IMO out of Sacramento that is part of the TruChoice Financial Group. They offer tons [...]
1451 River Park Drive, Suite 130, Sacramento, CA, California, USA 95815
Phone: 800-825-6094
Review-Section: The Annuity Store Reviews

The ASA Group

Summary: The ASA Group is a BGA out of Little Rock, AR, that offers contracts for insurance verticals related to pre-retirees (disability and life) and [...]
11807 Hinson Road, Little Rock, AR, Arkansas, USA 72212
Phone: 501-224-7739
Review-Section: The ASA Group Reviews

The Assurance Group (TAG)

Summary: The Assurance Group (TAG), based out of North Carolina, is a senior-focused FMO that also owns its own separate direct mail lead generation business, [...]
5035 Prospect Street, Archdale, NC, North Carolina, USA 27263
Phone: 336-474-2333
Review-Section: The Assurance Group (TAG) Reviews

Financial Brokerage

Summary: Financial Brokerage Inc., an IMO located in Omaha, covers most insurance verticals for pre-retirees and retirees. They emphasize marketing over lead generation by offering [...]
17110 Marcy Street, Suite 100, Omaha, NE, Nebraska, USA 68118
Phone: 800-397-9999
Review-Section: Financial Brokerage Reviews

The Brokerage

Summary: The Brokerage Inc. is a Texas-based FMO that provides under 65 health insurance and over 65 Medicare contracts, in addition to life and long [...]
233 West Main Street, Lewisville, Texas, Texas, USA 75057
Phone: 800-442-4915
Review-Section: The Brokerage Reviews

Final Expense Services

Summary: Ben Boman's Final Expense Services is a Final Expense IMO near Dallas that partnered up with EFES to help agents sell Final Expense and [...]
1651 N. Collins Blvd, Suite 300,, Richardson, Texas, Texas, USA 75080
Review-Section: Final Expense Services Reviews

The Brokerage Resource (TBR)

Summary: The Brokerage Resource (TBR) is a senior-focused FMO in North Carolina. The firm was founded in 1992, building on the founding family's long history [...]
1502 West NC Highway 54, Suite 401, Durham, NC, North Carolina, USA 27707
Phone: 800-928-4998
Review-Section: The Brokerage Resource (TBR) Reviews

The Insurance Squad

Summary: The Insurance Squad is owned and operated by Matt Mungia, a Texas-based Final Expense producer who was another collaborator featured in our book. His [...]
29122 Bettina, Boerne, TX, Texas, USA 78006
Phone: 800-244-0541
Review-Section: The Insurance Squad Reviews

FFP Insurance Services

Summary: FFP Insurance Services is a national network of IMOs based in California, that's focused on life insurance and disability insurance for pre-retirees, as well [...]
28005 Smyth Dr., Suite 103, Valencia, California, California, USA 91355
Phone: 866 587-0626
Review-Section: FFP Insurance Services Reviews

The Leazer Group

Summary: The Leazer Group is a relatively new IMO in Raleigh that focuses on annuities, Final Expense and mortgage protection. It provides training on a [...]
Anson Way Suite 211, Raleigh, NC, North Carolina, USA 27615
Phone: 919-845-4544
Review-Section: The Leazer Group Reviews


Summary: FEXContracting is a top Final Expense FMO that also helps agents cross-sell Medicare products. It's one of the few, if not the only FMO, [...]
2420 E Morgan Ave, Evansville, IN 47711-4421, Indiana, USA 47711
Phone: 800-673-5309
Review-Section: FEXContracting Reviews

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