Is Your IMO the Right Fit? Ask These 71 Critical Questions to Find Out
Choosing the right Independent Marketing Organization (IMO) can make or break your success as a financial advisor or insurance agent. But how do you really know if your IMO is helping or holding you back?
Our sister company, Safe Money Broadcasting, has created a powerful, impartial resource that helps you pull back the curtain on any IMO—no fluff, no bias.
Download the Free 2025 IMO Due Diligence Guide
Get access to 71 must-ask questions that reveal how any IMO supports advisors in areas like:
- Annuity and life insurance product recommendations
- Sales and marketing effectiveness
- Compliance and due diligence
- Operations and support programs
- Business growth services
Whether you’re evaluating a new IMO or reviewing your current partner, this guide empowers you to ask the questions that matter.
What Questions Should You Ask an IMO?
Not all IMOs are built the same—and no IMO is a perfect fit for everyone. You need to know:
- How an IMO selects the products they recommend
- What kind of sales and marketing support they offer
- How transparent they are about commissions, contracts, and compliance
- What pitfalls and red flags advisors should watch out for
These questions go beyond surface-level fluff—they’re designed to help you make smarter, faster, and more confident business decisions.
Why This Guide Stands Out
Unlike most guides, this one is created by an impartial source not affiliated with any IMO. That means:
- No bias
- No hidden agendas
- Just straight answers and honest questions
It’s tailored for independent agents and advisors who want to take control of their business and avoid the common mistakes others make when choosing an IMO.
Download Now: The Ultimate IMO Evaluation Checklist
Stop wasting time on partnerships that don’t serve your goals.
Download the free 2025 guide: “71 Questions to Put Your IMO in the Hot Seat.”
Take the guesswork out of the IMO selection process and start building the support structure your business needs to thrive.
👉 Complete the form on this page to access your copy.