Your business is our focus.

Our lines of business and support have everything you need to succeed.

We help you find the leads you need

Learn with our Technology Platforms

Whether you’re looking to establish your brand, stay connected to existing clients, prospect and secure new business, or use media promotion to your advantage, we are here to help. Our services offer you an array of best practices, products, tools, and resources, to exceed your competition. A complete suite of tools targeted at every facet of your practice, leveraging cutting-edge technology at every turn. We’re revolutionizing software in the financial industry.


Salesforce is our CRM program - packed with features like no other CRM software.
Features such as contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics and an intuitive, mobile-ready dashboard.


The simplest software in the industry is increasing financial professionals’ production by 5x! Even better is that this software was made by a financial advisor for you!
Stand out from your competition by helping clients get what they actually wanted – not by just selling them a particular product. Best of all, when you use RBG Concepts, clients walk away with a better understanding of how their financial assets are going to work for them throughout retirement, while receiving documentation to supporting your financial recommendations.


Improve the overall sales experience for you and your clients with the Impact of E-App, powered by FireLight®.
With this intuitive software, your processes are simplified through e-signature capture, tracking, and increased in-good-order business. Because the software adjusts instantly to carrier changes, you can rest assured you’re always on top of your game.

Dynamic sales support

With the constant change of product design, features, and rates, it’s critical to know everything about every product so that you may provide your clients with the absolute best option for their financial future.

back office & administrative support

Not every independent financial professional has a large staff to do all of the follow-up work that needs to be done, and you certainty don’t either!

Compliance Review

It is critical to make sure that what you do in all aspect of your business meets compliance standards. We have an in-house legal team that will review your marketing, advertising, and sales materials to try to ensure that what you’re doing is not out of bounds.

Endless means of support

We'll show you the steps you need to take.

With a back to the future mindset, M&O Marketing uses the same concepts as these great innovators. Building your business is much like an assembly line. Beginning with a strong foundation, we build your practice by enhancing your prospect generation, maximizing your business, and elevating your success. The finished product – your vision of success becoming a reality.

It's our expertise that gets us noticed.

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.