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.

Family First Life

Summary: Family First Life is a Final Expense, Mortgage Protection and Medicare Supplement IMO in Connecticut that utilizes direct mail, TV and Facebook leads for [...]
2 Chapman Lane, Gales Ferry, CT, USA 06335
Phone: 860-317-1324
Review-Section: Family First Life Reviews

The Producers Group

Summary: The Producers Group is a San Diego-based IMO that gives agents access to more than 40 carriers for life and disability insurance and annuities. [...]
9171 Towne Centre Drive, Suite 350, San Diego, CA, California, USA 92122
Phone: 800-441-0140
Review-Section: The Producers Group Reviews

Equis Financial

Summary: Equis Financial is a large IMO located in North Carolina that focuses on Final Expense and Mortgage Protection, but offers all types of insurance [...]
83 S Tunnel Rd. Suite A-9, Asheville, North Carolina, North Carolina, USA 28805
Phone: 828-299-9600
Review-Section: Equis Financial Reviews

TLC insurance Group

Summary: TLC Insurance Group offers annuity, life insurance and senior health contracts in addition to financial planning services. TLC is based in Ohio, but works [...]
8700 East Market Street, Suite 8, Warren, OH, Ohio, USA 44484
Phone: 800-719-3751
Review-Section: TLC insurance Group Reviews

Emrick Insurance Marketing Group

Summary: Emrick is a senior-focused FMO in Illinois that offers annuities, life, disability and long term care insurance in addition to Medicare and supplementary products [...]
812 Purple Martin Blvd. E.,, Griggsville, IL, Illinois, USA 62340
Phone: 800-247-6740
Review-Section: Emrick Insurance Marketing Group Reviews

TriQuest USA

Summary: TriQuest USA is a Virginia-based IMO that was created in 1999 with a focus on life insurance - IUL, to be more specific. They [...]
1407 Stephanie Way, Ste B, Chesapeake, Virginia, Virginia, USA 23320
Phone: 757-424-8901
Review-Section: TriQuest USA Reviews

Empower Brokerage

Summary: Empower Brokerage is a Texas-based IMO that offers many insurance verticals and multiple training events throughout the year. They have numerous lead programs, including [...]
512 Silicon Drive, Southlake, TX, Texas, USA 76092
Phone: 888-539-1633
Review-Section: Empower Brokerage Reviews

TruChoice Financial Group

Summary: TruChoice Financial Group is a mega-IMO made from the joined forces of GamePlan Financial, The Annuity Store, Ann Arbor Annuity Exchange, Inforce Solutions and [...]
Review-Section: TruChoice Financial Group Reviews

United Final Expense Services

Summary: United Final Expense Services (UFES) is a Final Expense and Mortgage Protection IMO in Florida that was founded by Douglas Massi, a nationally recognized [...]
7971 Riviera Blvd Ste 105, Miramar, FL, Florida, USA 33023
Phone: 888-501-1375
Review-Section: United Final Expense Services Reviews

United Insurance Group

Summary: United Insurance Group is a Michigan-based IMO that also has a captive agency salesforce. They provide direct mail leads to contracted agents, and will [...]
1150 Corporate Office Dr. Suite 220, Milford, MI, Michigan, USA 48381
Review-Section: United Insurance Group Reviews


Summary: Equita Final Expense Services (EFES) is a large Final Expense IMO that offers comprehensive Final Expense training. They have numerous lead programs and they [...]
1651 N. Collins Blvd, Suite 300, Richardson, Texas, Texas, USA 75080
Phone: 866-490-9255
Review-Section: EFES Reviews

Unkefer & Associates

Summary: Unkefer & Associates is a Phoenix-based IMO that offers annuity and life contracts. They offer Super Agent Tools (SAT), which is an online CRM [...]
11225 N 28th Dr – Suite C100, Phoenix, AZ,, Arizona, USA 85029
Phone: 800-523-5851
Review-Section: Unkefer & Associates Reviews

ECA Marketing

Summary: ECA Marketing is an IMO that's been in Minneapolis since 1985, and was acquired by National Financial Partners about a decade ago. ECA focuses [...]
7800 Equitable Drive, Suite 200,, Eden Prairie, Minnesota, USA 55344
Phone: 800-356-4189
Review-Section: ECA Marketing Reviews

URL Insurance Group

Summary: URL Insurance Group is a multi-faceted IMO that in Harrisburg that offers almost everything but property and casualty insurance. Their website mentions lead and [...]
500 Nationwide Drive, Harrisburg, PA, Pennsylvania, USA 17110
Phone: 800-926-8875
Review-Section: URL Insurance Group Reviews

e4 Brokerage

Summary: E4 Brokerage is select services IMO in Fargo ND that caters to trust funds, bank-owned life insurance (BOLI), and financial professionals who work with [...]
2280 45th St. South, Suite C, Fargo, ND, North Dakota, USA 58104
Phone: 866-356-3203
Review-Section: e4 Brokerage Reviews

Van Berg and Associates

Summary: Van Berg and Associates is a senior-focused FMO in California that focuses on Medicare Supplements and Medicare Advantage but also offers annuities, Final Expense, [...]
8425 Brentwood Blvd Suite A1, Brentwood, CA, California, USA 94513
Phone: 800-723-5228
Review-Section: Van Berg and Associates Reviews

Vertical Vision Financial Marketing

Summary: Vertical Vision Financial Marketing is a Georgia-based IMO that offers long-term care, life and annuity contracts to insurance agents. They have direct mail and [...]
1201 Roberts Blvd. Bldg. A, Suite, 150 Kennesaw, GA, Georgia, USA 30144
Phone: 866-984-1585
Review-Section: Vertical Vision Financial Marketing Reviews

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