Building your business.

Without clients, you do not have a business. Efficient prospecting is a crucial step in the sales process and it is critical to your bottom line. Finding the right clients is equally important with building a successful business. M&O Marketing’s prospecting tools give you the blueprints necessary to build and increase your client base and transform your business into a well-oiled machine.

Get the most out of your presentations


Seminar-workshops and consumer-friendly educational events are arguably the most efficient methods to get in front of the most amount of prospects in the fastest amount of time. Seminars entail a lot of moving parts, however. Luckily our internal Seminar Services team will be able to assist you every step of the way. Whether you are new to seminars or a veteran presenter, we will help with your invitations, presentations, follow-up campaigns, setting appointments, best practices etc. We also provide compliance reviewed slides and talking points, exclusive pricing on mail pieces, a proven appointment process and marketing collateral – all designed for you to build a successful seminar from start to finish.

Target the right audience

Digital Marketing

Direct mail is an effective way to reach prospects, but it is costly and somewhat saturated. If you desire a digital marketing campaign, we can partner with you to advertise your workshops through digital marketing platforms to drive attendance to your workshops at half the cost.

Learn about our partnerships

Attorney Collaborative Network

The Attorney Collaborative Network is a strategic partnership program designed to align financial professionals with estate planning attorneys. All too often retirees’ estate plans are out of alignment with their financial and retirement plans. By joining forces with a local estate planning attorney, you, the financial professional, -are better able to serve consumers by ensuring everything works in harmony. The services provided by the estate planning profession have evolved. It only make sense that those services should include financial and retirement planning through a credible financial professional like you.

Guides to help plan your client events & seminars/workshops


Guide to planning amazing events for your clients.

Educational Workshops

Guide to getting everything you need in order.

Negotiating Tip Sheet

Tip sheet to make the most out of your venue.

IUL Software

Designed for one bold purpose: To unlock the power of IUL so you can transform your business. With Stonewood software, turn-key marketing programs, and coaching, you get access to proven IUL sales stories, turn-key marketing programs, and coaching.