Is Your IMO Working For Your Success?

Insurance Planning—How To Accomplish More With Less

Michael Clementi Highlighted in Broker World Magazine

GA, BGA, IMO…the list of acronyms can vary depending on who you’re talking to. Opinions on which brokerage general agency or independent marketing organization to work with can vary even more. The decision can be almost as important as deciding who you’re going to marry

In my four years as a field support representative for an IMO, I’ve had a front row seat to witnessing what truly makes a difference in a successful relationship between and independent advisor and the IMO/BGA they’re working with, how the right relationship can increase an advisor’s production, and how a symbiotic relationship between the two can provide the best solutions for clients. Understanding this has been the reason behind the passion I have to help my advisors in every aspect of their business.

Before we get into the benefits of working with the right IMO/BGA, I’d like to take you back to 1967 in Fort Worth, Texas, when an independent advisor named Bill Zimmerman started his journey into the industry and to what would become the proving ground for the IMO he would build years later.

Like many of you reading this, Bill started off with a fresh new life insurance license and looking to go out into the world and start selling. But where to start? It was recommended to Bill that he sell to his friends and family and then work his network from there. Each person he talked to would then provide a referral which would continue to fill his pipeline.

As the months went on Bill realized that he had sold all of his friends and their families policies and the referrals seemed to have dried up. That’s when he realized he needed to create another opportunity for prospects. It was time to hit the streets and start talking to people he had never met before and to make himself an insurance authority in his community.

But before he started knocking on doors, Bill knew that he needed something in his arsenal that would make him stand out from any insurance agent around and make sure the people he spoke to would never forget him.

This is when the “cassette tape marketing plan” was born.

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About Michael Clementi

Michael Clementi is a Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.