FMOs

WHAT IS AN FMO?

A financial marketing organization (FMO) markets, sells and distributes insurance products such as annuities and life insurance. FMOs are a middleman distribution system for the insurance marketplace. The insurance carrier creates, registers and underwrites the insurance product and the FMO distributes and wholesales the products to independent insurance producers.

WHAT MAKES US DIFFERENT FROM OTHER FMOs?

Our business depends on strong, mutually beneficial relationships with producers and carriers. We seek to deeply understand the people we deal with, anticipate their needs, and aim to exceed their expectations.

  • We lead the industry in providing an extensive array of marketing programs and systems to grow advisors businesses- from Prospecting Programs to Selling Solutions to Business Building Events- we provide advisors with solutions for foundational and continued success.
  • We host two offsite business-building and networking events each year for our producers- one event is held in the Chicago land area and the other in beautiful, warm-weather location. Our Marketing Consultants can qualify to attend these events alongside their producers.
  • We regularly thank and reward our top producing producers by providing marketing reimbursement dollars and a unique deferred compensation program to help them build their retirement savings.