We help you find the leads you need to grow your business to the next level!

TRAININGs

SEMINAR TRAINING

Bring a spark to your seminar starts with Volt. The new program is a one stop-shop that teaches you the electric steps you need to bring energy to your next workshop. The creative team at M&O has assembled tips from the top agents and our on staff consultants. Volt contains tools teaching:

  • WORKSHOP TECHNIQUES
  • BEST PRACTICES
  • TRAINING VIDEOS

MEDIA COACH

SPOTLIGHT TRAINING

This program is offered to our agents who host seminars and workshops. Spotlight focuses on sharpening and fine tuning your presentation skills. From voice range to body language, M&O covers it all! You would be shocked by the power that storytelling plays in seminars, and M&O wants to help you implement that into your practice.

ADVANCED MEDIA TRAINING

This six-hour intensive training is designed to help financial professionals attain the skills they need to be TV-ready! You will learn how to effectively reach your audience by developing your message, and learning how to get your main points across while keeping your audience engaged.

MENTORSHIPS

FOLLOW THE PROCESS

Many financial professionals dream big. They want to run efficient businesses instead of their business running them. Mike Foguth is arguably the largest and most successful seminar producer in America today. Mike has grown his practice from $5MM in FIA premium in 2015 to $100MM+ in personal production in 2018! Together we have built out a proven process that will show you how to take your practice to the next level. Whether wish to grow from $5MM to $10MM, from $10MM to $25MM, or from $25MM to $50MM, there is a track for you to follow with every single piece fully built-out and customizable to you! All you must do is Follow the Process!

MIKE FOGUTH

THE LARGEST ANNUITY PRODUCER OF ALL TIME

MASTER'S APPROACH PROGRAM

This program is designed to help you increase sales WITHOUT increasing your marketing costs. David Polus, an industry icon of nearly five decades and perennial $50MM annual FIA producer, teaches his systematic approach to reaching high-net-worth prospects, creating better dialogue, overcoming objections, and getting referrals. David was recently featured on the cover of Insurance News Net. To learn more about David Polus, download the story by clicking the button below! 

SOCIETY FOR FINANCIAL AWARENESS

M&O has aligned itself with SOFA in order to provide more opportunities to the financial professionals it works with.

The Society for Financial Awareness (“SOFA”) is a 501(c)(3) non profit public benefit corporation. Its mission is to provide financial education across America, one community at a time. Comprised of professionals, throughout the nation, with varying specialties, these professionals provide valuable services to their communities and host events designed to educate and help attendees understand and address a variety of financial topics and concerns. SOFA members, utilizing their credentials and personal qualifications, donate time in the community conducting no-cost, no obligation financial seminar workshops to individuals, companies, and organizations. These seminars satisfy the Department of Labor’s ERISA 404(c) requirement for companies offering any type of defined contribution pension plan to employees.

THE INDEPENDENT EXCELLENCE GROUP

WHAT IF...

You had exclusive access to a group of elite FIA advisors to collaborate with? 
You participated in regular meetings to come together on an academic and collegiate basis to share ideas on how to better each other?
You learned best practices to take back home to improve your individual practice?
You could personally leverage the entire listing of the group’s impressive clientele and scale of nearly $1.5 billion in annual business as a way to expand into new markets and find new opportunities?

We challenge you to step upward. For your business. For your personal growth. For your bottom line.
There is nothing else like this in the industry. Anywhere. No other IMO can offer the power of this group. At any price.

Introducing The Independent Excellence Group (“IE Group”), the most powerful think-tank in the FIA industry. The IE Group leverages the experience and collaborative–thinking of the most successful FIA advisors in America today, and its members are given the rare opportunity to come together and join forces collegially and intellectually in order to independently access the vast landscape of cutting-edge marketing tools and concepts.

The IE Group also features some of the industry’s greatest minds to help members further educate themselves about the ever-changing landscape as well as some of the world’s most powerful motivation to ignite the fire needed to go to the office each day to ultimately improve one’s life.

READY TO LEVEL UP?