Benefits & Services

Why do independent advisors and smaller agencies turn to SET IMO as a resource? Partnership with us has its privileges. Whether you need to add top-rated carriers to better round out your portfolio or want to expand your business into new markets, SET IMO has the solutions to grow your book of business.

From our turn-key Bank on Yourself and College Planning/Funding programs to our online training portals, SET IMO gives our agents and advisors an unparalleled commitment to technology, innovation, and customer service. Our agents and advisors enjoy a variety of exclusive benefits and services that many IMOs cannot provide directly to their agents.

Carriers & Products

SET IMO can offer agents and advisors access to more than 60 of the industry’s top-rated carriers. Our product portfolio includes:

• Life Insurance: Term Life, Permanent Life, Whole Life, Universal Life, Long-Term Care (LTCi), Final Expense, Simplified Issue, and Guaranteed Issue
• Annuities: Fixed Indexed Annuity (FIA), Single Premium Immediate Annuity (SPIA), and Multi-Year Guaranteed Annuity (MYGA)
• Medicare Supplements: Medicare Plan G and other plans; Prescription Drug, Dental, Vision and Hearing, Medicare Advantage; Hospital Indemnity plans
• Disability Insurance

Our team makes building your book of business easier by helping you target current and prospective clients with customized marketing strategies designed to fit their multiple needs.

Marketing & Sales Programs

Our team is focused on providing agents and advisors with multiple marketing and sales programs that encompass a “complete” financial planner concept. Through different stages of life, agents and advisors need different products to educate and guide their clients, so they can make informed decisions for their future (college, retirement, long-term care, etc.)

• Bank On Yourself: Bank On Yourself gives individuals and families a way to bypass the often-turbulent volatility of the stock market to grow wealth safely and predictably, using the compounding power of supercharged dividend-paying whole life insurance policies. This strategy is used by hundreds of thousands of folks across North America to guarantee the growth of their retirement savings and emergency funds, to provide needed cash for business expansion and college expenses, and more.
• College Planning/Funding Program: My SET for College Solution™ helps families successfully navigate the college admissions and financial aid planning process so their children can apply to the college of their choice.
• Champions Advantage Portals: SET IMO partners truly have an ‘advantage’ over the competition with these dedicated sites for final expense, term life insurance and Medicare supplements. The Champions Advantage program provides SET IMO agents and advisors with exclusive sales and marketing tools, lead programs, carrier information, and training videos designed to sell these products and attract new clients.

If you have any further questions about SET IMO, please contact us at (248) 404-6157 or schedule a meeting today!