My Financial Practice

FMOs and IMOs

There is no need to create or oversee
a new model for lead generation and
production growth!

Use the industry's
most successful marketing system
to your organization's advantage

Benefits to Your Firm

Is setting yourself apart from your competition a constant challenge?  Do you need a real eye-catching game-changer?  Something that you provide that not many others can? 

Like you, other FMOs and IMOs offer top contracts and excellent assistance.

The best way to stand apart - give your agents someone to speak to, referrals, prospects, leads.  That's the game-changer!  Not just leads, but premium leads that have a pressing need and are actively seeking an interview!

Put your company ahead of the others when it comes to bringing on new agents and expanding your business.

Dramatically boost your recruiting efforts by gaining access to our tried-and-true approach, which actually runs parallel with your products and services.

The fact that you don't need to invest any time, money, or effort into developing or managing it—it's plug-and-play—is perhaps the premier benefit for you, your organization, and your recruiting efforts.

Focus on what prospects want done now and dovetail their immediate need with your long-term products and services. 

Learn how easy it can be to use late-stage college planning to establish relationships, build trust, sell life and annuity products, as well as secure long-term financial clients.

Give your agents access to a powerful niche' marketing tool that enables them to systematically take long-term planning needs such as life, annuities, and retirement planning, and make them immediate-need conversations.

By addressing their prospects' main financial concern—paying for college—first, your agents will add life, annuity, and financial clients in their 40's and 50's with the help of our specialty solution.

There's absolutely no need for your firm or your agents to become college planners to benefit.  For your organization, we'll handle all the administrative tasks and labor-intensive college planning.

Late-stage college planning aids families in paying less for college and goes well beyond 529 plans.  Your life insurance and annuity products are crucial.

Our programs may be customized to meet any size practice and have been specifically created for professionals in the financial services industry.

We have the answers, instruction, tools, proprietary online platforms, and assistance to make late-stage college planning a seamless addition to your organization and your agents' financial practices.

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Agents Trained

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Exclusive Referrals Provided

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Families Assisted

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Years Experience

Benefits to Your Agents


Increased Production

With the 'late-stage college planning' introduction, it's easier to establish relationships, build trust, increase production, and secure long-term financial clients.

More effectively prospect and retain clients for life.  Many agents using our programs have doubled, even tripled their production.

Exclusive Referrals

Each agent has exclusive access to premium referrals in their zip code-protected marketing area.  All are delivered in a customizable CRM.

All referrals have asked to speak with a qualified professional regarding their immediate and long-term life insurance, annuity, and planning needs.

Easy Start Up

No need to become a college planner to participate.   Absolutely no additional admin work or dramatic structure changes are required for an agent to benefit.

Agents only focus on their life and annuity sales, and any other related financial products and/or services they may offer.

Parents Worried About
Paying for College

Our Average College Planning Client

(Stats reported as of April 1, 2024.)


Parents Worried About
Saving for Retirement

Participation Levels

Based on your company's new agent support structure and goal for expansion,
there are three degrees of participation, which helps streamline deployment.

Please tell us more about your firm and Participation Level interest.

Adding Life & Annuity Clients

Built-In Urgency


Participating Advisors
Referrals to Date