Getting Started

When you become an agent or advisor with SET IMO, we assign a dedicated Strategic Business Coach, who will help you navigate through the multiple financial products and solutions SET IMO has available for you and your clients.

Moving forward, our team will provide the necessary support designed to take your business to the next level. Whether you are simply looking for additional training opportunities or need professional back office support, your SET IMO team is a true business partner – because when you succeed, we succeed.

SET IMO is committed to your personal growth and doesn’t rely on a ‘one-product pitch’ to get you there. We provide the sales concepts, marketing programs, assistance developing a customer base, and adding products and product lines to your portfolio. SET IMO gives the help you need to achieve and hopefully surpass your individual sales goals.

Interested in learning more about SET IMO’s carriers and products, advisor and agent tools, marketing programs, and training resources? Schedule an online meeting with the SET IMO team!