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.

Drennan Insurance Marketing

Summary: Drennan Insurance Marketing is an Arkansas based FMO that focuses on the senior retiree niche with Medicare and long term care insurance, and also [...]
1501 N University Ave #551,, Little Rock, AR, Arkansas, USA 72207
Phone: 800-627-2828
Review-Section: Drennan Insurance Marketing Reviews

Vision Advisors Inc.

Summary: Vision Advisors Inc. is an annuity and life IMO based in Arkansas. They offer agent websites and even provide marketing reimbursements to producing agents. [...]
835 Central Avenue, Suite 201, Hot Springs, AR, Arkansas, USA 71901
Phone: 800-505-8489
Review-Section: Vision Advisors Inc. Reviews

Diversified Companies

Summary: Diversified Companies is an IMO in New Jersey for insurance agents wanting to contract for Mortgage Protection, Final Expense, Medicare Advantage and Medicare Supplements. [...]
322 US 46W Ste 260, Parsippany, NJ, New Jersey, USA 07054
Phone: 800-662-2901
Review-Section: Diversified Companies Reviews

WealthVest Marketing

Summary: WealthVest Marketing is an IMO in Bozeman, MT, focused strictly on annuities. There isn't any information on their website about marketing, lead generation, or [...]
2485 Manley Road, Bozeman, MT, Montana, USA 59715
Phone: 877-595-9325
Review-Section: WealthVest Marketing Reviews

Western Marketing

Summary: Western Marketing is an Iowa-based IMO that offers contracts for supplemental health products, Medicare, long-term care, and life insurance. They've partnered with tons of [...]
318 W Huron St, Missouri Valley, IA, Iowa, USA 51555
Phone: 800-852-7152
Review-Section: Western Marketing Reviews

Disability Insurance Services

Summary: Disability Insurance Services is one of the top disability insurance MGAs available to insurance agents, with headquarters in San Diego and offices across the [...]
4444 Zion Avenue, San Diego, CA, California, USA 92120
Phone: 800-898-9641
Review-Section: Disability Insurance Services Reviews


Summary: Digital Brokerage Agency, or DigitalBGA, is an IMO started by Jeff Root (who owns and Nic West (who co-owns This is the [...]
Phone: 888-510-1275
Review-Section: DigitalBGA Reviews

Your Insurance Group

Summary: Your Insurance Group (YIG) is a life and annuity FMO in Florida that also offers Mortgage Protection and Final Expense contracts. They have several [...]
1900 S Harbor City Blvd STE 124A, Melbourne, FL, Florida, USA 32901-4749
Phone: 321-728-2353
Review-Section: Your Insurance Group Reviews


Summary: DIBroker is a disability insurance broker IMO that's actually split into two separate IMOs: DIBroker-East based in Coral Gables, Florida, and dibrokerWest, located in [...]
100 Miracle Mile, Suite 250, Coral Gables, FL, Florida, USA 33134
Phone: 800-790-2019
Review-Section: DIBroker Reviews

Zenith Marketing Group

Summary: Zenith Marketing is an IMO headquartered in NJ that caters to financial professionals who take a holistic planning approach. Zenith was recently acquired by [...]
26 W. Dry Creek Circle, Suite 575, Littleton, CO, Colorado, USA 80120
Phone: 800-733-0054
Review-Section: Zenith Marketing Group Reviews

DFS Marketing

Summary: DFS Marketing, a Texas life and annuity IMO, has one of the top 10 most helpful and resourceful websites of all IMOs. They have [...]
100 I-45 N Ste 410, Conroe, TX, Texas, USA 77301
Phone: 855-740-3140
Review-Section: DFS Marketing Reviews

Crowe and Associates

Summary: Crowe and Associates is a Connecticut-based FMO that enables agents to sell senior products like Medicare Supplements, life insurance and annuities. Agents can also [...]
304 Federal Road Suite 107,, Brookfield CT, Connecticut, USA 06804
Phone: 203-796-5403
Review-Section: Crowe and Associates Reviews

Creative One

Summary: Creative One, previously known as Creative Marketing, is a life and annuity IMO that caters to financial advisors with RIA and investment options. With [...]
11460 Tomahawk Creek Pkwy Suite 200, Leawood, KS, Kansas, USA 66211
Phone: 800-992-2642
Review-Section: Creative One Reviews

CPS Insurance Services

Summary: CPS Insurance Services is a national IMO based in California. Its services are geared toward more established agents who know how to sell insurance [...]
4400 MacArthur Blvd., 8th Floor,, Newport Beach, California, California, USA 92660
Phone: 949-863-0700
Review-Section: CPS Insurance Services Reviews

Chris Westfall

Summary: Chris Westfall is a great upline to have if you plan on selling Medicare Supplements over the phone. His training forum,, is one [...]
3955 Faber Place Dr., Suite 205, N. Charleston, SC, South Carolina, USA 29405
Phone: 800-729-9590
Review-Section: Chris Westfall Reviews

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