Contact SET IMO today at (248) 404-6157!
To schedule a call, click on the button below.
Agent Portal
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 grants access to our aligned advisors and agents through our direct SET IMO portal available here. This secure website requires a login and password to access our online tools, but you also can register online by clicking here.
Through our Agent Portal, you will have access to:
- Annuity Rates & Search: Through our Beacon-supported portal, you can access real-time rates for top-rated carriers and their products including Fixed Indexed Annuity (FIA), Single Premium Immediate Annuity (SPIA), and Multi-Year Guaranteed Annuity (MYGA).
- Term Quotes: You can generate life insurance term quotes through our iPipeline-supported site. Their iGO application is mobile-friendly for submitting apps away from your office.
- Forms: Need an application or secondary form from a carrier? Forms provides one location to download the current documents for your use.
- Get Appointed: Supported by SureLC, online contracting makes the process simple to add more than one carrier. This industry leading software allows you to enter your main information just ONCE and it will populate the contracting forms for all of the carriers you wish to get appointed/contracted.
- Calculators: These consumer-focused calculators assist in explaining retirement planning concepts to your clients. Some examples include: retirement shortfall, retirement planner, RMD & stretch IRA calculator, Social Security benefits and much more!
- Underwriting Guides: You can download each contracted carrier’s underwriting guidelines for review and to assist with quoting your clients’ life insurance needs.
- LTC Spreadsheet: A quick underwriting guide is available for long-term care insurance.
If you would like a demonstration of this portal, please contact SET IMO at (248) 404-6157 or schedule a demonstration of the portal.
Did You Know?
This portal also contains links to our training platforms at Final Expense Champions, Term Life Champions and Medicare Supplement Champions. Once you are registered at the SET IMO portal, you can use the same credentials to access these training websites.
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