In 2004, after working in the industry for several years (and even doing our own personal production for a period of time) we felt producers deserved more. At dinner one evening, we started thinking out loud about what an ideal IMO would be able to provide.
We came up with four basic criteria that we believe an independent advisor needs and deserves in an IMO:
Incredible service and support for every aspect of the business
The ability to learn from producers who are more successful
The best methods for getting new prospects and closing those prospects
Integrity—delivering on every promise made
Team » founders
We started this business with every penny to our name—$135,000