Welcome Financial Advisors & Agents!
SET IMO provides support to grow your business through extensive financial products, turn-key marketing programs, and a foundation built by independent advisors and agents nationwide.
Welcome Financial Advisors & Agents!
SET IMO provides support to grow your business through extensive financial products, turn-key marketing programs, and a foundation built by independent advisors and agents nationwide.
Contact SET IMO today at (248) 404-6157!
To schedule a call, click on the button below.
An Introduction to SET IMO
Through our extensive product portfolio, SET IMO maintains relationships with a wide array of carriers to ensure advisors and agents have access to the mainstream and specialized products you and your clients need. We even have proprietary products and marketing programs that are only accessible to SET IMO advisors.
An Introduction to SET IMO
Through our extensive product portfolio, SET IMO maintains relationships with a wide array of carriers to ensure advisors and agents have access to the mainstream and specialized products you and your clients need. We even have proprietary products and marketing programs that are only accessible to SET IMO advisors.
Insurance Carriers and Products
Life Insurance
SET IMO provides agents and advisors with access to multiple life insurance products – both permanent life and term life – for your clients. Leverage our resource portal to generate quotes from top-rated insurance carriers nationwide!
Annuities
SET IMO is contracted with many top-rated carriers who have a variety of annuity products – fixed indexed, MYGA – tailored toward your clients’ needs. Remember, an annuity is the only financial product that can guarantee lifetime income.
Additional Products
We want to help our agents and advisors maintain their clients by providing them with multiple products tailored toward different times within their lives. These include Long-Term Care Insurance, Medicare Supplements, Final Expense Insurance and more!
SET Builds Garden at Troy Boys & Girls Club
As part of the Strategic Education Technologies™ (SET) recent conference, we joined forces with AIP Marketing Alliance and Foresters Financial™ to assist at the Troy Boys & Girls Club in May 2024 as part of the Delivering the Difference program. Click the button below to see how we helped our local neighbors.
SET Builds Garden at Troy Boys & Girls Club
As part of the Strategic Education Technologies™ (SET) recent conference, we joined forces with AIP Marketing Alliance and Foresters Financial™ to assist at the Troy Boys & Girls Club in May 2024 as part of the Delivering the Difference program. Click the button below to see how we helped our local neighbors.
Marketing Programs
More than just insurance products, SET IMO delivers the turn-key marketing tools designed to target and grow your business. Leverage our proprietary Bank on Yourself and College Financial Planning programs, learn new products through our training portals, and acquire leads looking to purchase products. Plus, we have online contracting to get you appointed quickly!
Marketing Programs
More than just insurance products, SET IMO delivers the turn-key marketing tools designed to target and grow your business. Leverage our proprietary Bank on Yourself and College Financial Planning programs, learn new products through our training portals, and acquire leads looking to purchase products. Plus, we have online contracting to get you appointed quickly!
Online Tools & Resources
In today’s financial services market, agents and advisors need real-time, web-supported sales tools to be able to generate quotes, complete online applications, and assist valued clients on-the-go. It’s a mobile world out there and you need to leverage the available tools to provide information and service to your clients, referrals and prospects. SET IMO has a dedicated quoting portal with online contracting to streamline your processes.
Online Tools & Resources
In today’s financial services market, agents and advisors need real-time, web-supported sales tools to be able to generate quotes, complete online applications, and assist valued clients on-the-go. It’s a mobile world out there and you need to leverage the available tools to provide information and service to your clients, referrals and prospects. SET IMO has a dedicated quoting portal with online contracting to streamline your processes.
Ready to get started with SET IMO? Call (248) 404-6157!
To schedule a call, click on the button below.
Contact Us
(248) 404-6157
2041 E. Square Lake Road, Suite 400, Troy, Michigan 48085-3897
About Us
Since 1994, Strategic Education Technologies (SET) continues to focus on helping families get SET for College and financially SET for Life – without taking unnecessary risks. We accomplish this through our network of SET agents and advisors. Through SET IMO, we have expanded our service offerings to include additional financial products designed to help our advisors and agents better serve their current clients and add new prospecting and sales strategies to their book of business. Copyright 2025