Category Archives: Agent News

Don’t Fall into the IMO Trap: My Experience with Hidden Sales Agendas

Reading Time: 5 minutes Do you have the right IMO partner? How is industry consolidation of IMOs affecting your business? Here’s the story of what happened to me at a growing IMO when it was acquired, how it drives things now, and what you should know for your practice. Is the consolidation of insurance marketing organizations (IMOs) by huge […]

Annuity Best Interest Training – NAIC Model #275 Information

Reading Time: 2 minutes At the time of this writing (August 23, 2023), 41 states have adopted the “best interest standard” for annuity sales. In 2020, the NAIC (National Association of Insurance Commissioners) enacted a best interest standard as a revision to Suitability in Annuity Transactions Model Regulation (#275), or NAIC Model #275. Since the NAIC put out this […]