INSURANCE MARKETING INDUSTRY CASE STUDY

Independent financial advisors who work for Insurance Marketing Organizations (IMOs) have a seemingly infinite number of wholesale resources when it comes to constructing an appropriate solution for their clients.

Most of the “hitters” complain of an average of four calls per day from product pushers. In the sea of opportunity, financial advisors leverage a relatively small set of asset classes and providers with whom they have the greatest level of comfort. 

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