Marketing Programs

Built on a foundation of college planning and life insurance, SET IMO has grown into a full-service independent marketing organization (IMO) by providing our independent agents and advisors with the resources to become a full-service resource for their clients.

Think about your current clients, how their needs change as they grow older, and the effect of a life-changing event (having children, retirement, medical diagnosis). What steps are you taking to help them prepare for the "unknowns" that may affect their future?

SET IMO has created marketing programs centered around these life stages and has the training and sales resources to help you add these products and programs to your sales strategy.

Marketing Programs

• Bank on Yourself Life Insurance
• College Planning and Funding
• Champions Advantage for adding Term Life, Medicare Supplement, or Final Expense products
• Lead Services

Your SET IMO Strategic Business Coach will help you navigate through the multiple financial products and solutions SET IMO has available for you and your clients. We are committed to your personal growth and make the process easy to get started with our team!