YOUR BUSINESS IS OUR FOCUS
WE SHOW YOU THE STEPS YOU NEED TO TAKE
From the very first assembly line built by Henry Ford to the light bulb invented by Thomas Edison, innovation has led to inventions which have transformed lives for over a century. 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.
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. Fortunately, our internal Dynamic Sales Support (“DSS”) team has you covered. Whether you are looking for some of the greatest safe accumulation scenarios or you are wondering which product would provide the best lifetime income options, our DSS team will be able to walk you through all of the intricacies.
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! M&O has arguably the best administrative and back-office teams in the IMO space to help you with everything from licensing, carrier appointments, new business, and money transfers.
Given today’s regulatory environment, it is critical to make sure that what you do in all aspect of your business meets compliance standards. While M&O does not and cannot guarantee full compliance, we do 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. With so much scrutiny on financial professionals today, it is important to make sure what you are doing in your day-to-day practice is in the black and white – not the gray.