Maximization Tools 2017-07-26T16:57:02+00:00

MAXIMIZATION TOOLS

THE NAVIGATOR AND THE COMPASS

The first step to growing your business is an in-depth understanding of your numbers. This tool helps us determine where your business is now so we can determine the right plan to take your business where you want it to go!

PERSONNEL EFFICIENCY

Hiring staff can be difficult. We will make it easy with this assessment tool that helps you determine whether or not a potential candidate is fit for the position you are hiring.

THE SHOPPE

Your brand matters. As the foundation to your business, we make enhancing your brand easy with our one stop Shoppe for all your branded materials.

THE SOURCE

Your brand matters. As the foundation to your business, we make enhancing your brand easy with our one stop Shoppe for all your branded materials.

THE BRAIN

A database of every annuity product that M&O Marketing has to offer.

DRIP MARKETING

Timing is everything. Keep your brand front and center with our customized drip marketing campaigns.

RAINMAKER

Leads can be expensive. We want to help ensure you are maximizing each and every opportunity. This is a program designed to help you do just that by turning old leads into new sales.

LIFE INSURANCE REVIEW

Many clients often have multiple decade-old life insurance policies and ask the same question: “Do I need these?” or “Is something better available?” M&O Marketing’s Life Insurance Review Kit provides both you and the client with the necessary fact-finding process regarding those policies to determine whether the client can make positive adjustments to their life insurance.

CUSTOM REPORTS

We have created compliance approved content for custom reports that are consumer facing. These reports will be completely customized for you to use as your own.

RETIREMENT PLANNING SOFTWARE

Many IMOS market their own proprietary software systems without having the experience to say it truly works. Wouldn’t it be more beneficial to use software developed by a financial advisor who’s in the field every day and who uses it to close all his business? Our retirement planning software is designed by one of the most successful financial professionals in America today. This powerful tool is only available to M&O Marketing agents and advisors.

IUL SOFTWARE

M&O’s Marketing’s proprietary IUL software has been vetted and tested in the field. Producers love its simplicity and intuitive explanation of everything and anything IUL.

LONGEVITY CALCULATOR

Provided by the American Academy of Actuaries and the Society of Actuaries, the foremost authority on human actuarial science, the Longevity Calculator will help you explain the necessity of income planning to your clients. Extremely simple and taking less than thirty seconds to complete, it helps you show clients their probability of living to different ages and why they need to plan for having income to those respective ages.