Does Your Agency – IMO Relationship Include These 5 Quality Indicators?
October 2, 2019 by Jeremy Rubin
You are a business owner. And your business is to recruit producers and wholesale life, annuity, linked benefits, or other products to those producers while also focusing on service, support and growth initiatives that encourage them to continue doing business with your firm. Meanwhile, the relationship with your upline IMO should be running smoothly in the background.
Because you also have overhead to meet, staffing challenges that crop up, industry roadblocks…The last thing you need is to be frustrated by your upline IMO, so much so that it leads you to explore other options — adding to your already lengthy list of duties as agency Principal. Perhaps your content with your current IMO relationship, but wonder if all IMOs are the same or if there’s one you aren’t currently working with that could offer you more.
As you weigh the pros and cons, we’d encourage you to take into account what we’ve found to be hallmarks of a quality Agency — IMO relationship. Your upline IMO should: