We’re in Your Corner.

And Our Partners Are, Too.

Conducting exhaustive due diligence in the selection of our partners, we’ve built solid, long-term relationships with the industry’s top organizations—relationships we’ve thoroughly vetted and happily leverage on your behalf.


AIMCORA national association of IMOs that distributes and services insurance and retirement products— such as life insurance, annuities, long-term care, and disability outcome—though a variety of platforms.

Americans for Annuity Protection

Americans for Annuity ProtectionThis advocacy group’s purpose is to protect and preserve consumer access to reliable annuity guidance and assistance through education and research, experienced and trained professionals, and competitive/suitable products.


AnnexusThe best-in-class leader in retirement solution product design, with which we are fortunate enough to have an exclusive distribution relationship. With vast advisor resources and exclusive annuity and life-insurance products, Annexus provides everything you need to meet your clients’ needs and your sales goals.


CollabrixAn organization of IMOs offering support for compensation, training, education, marketing concepts, innovative products, and growth to thousands of financial professionals nationwide. Its members represent more than $2 billion in annuity production.

Legacy Marketing Group

Legacy Marketing GroupA leading fixed annuity and life insurance product design firm, offering an exceptional combination of consumer benefits and overall advisor compensation. Offerings include products from multiple carriers, competitive riders, business-building tools, and sales support. Legacy designs and packages these innovations, making them available through exclusive networks such as ours.

Market Synergy Group

Market Synergy GroupAnother exclusive network of IMO member-owners designing competitive products and training systems, drawing specific expertise to create and price simple solutions to address specific client concerns. Our association with MSG gives you access to top-of-market offerings and a competitive edge.

National Association of Fixed Annuities (NAFA)

NAFAThe premier trade association exclusively dedicated to fixed annuities. It promotes awareness and understanding of benefits among advisors, regulators, legislators, journalists and industry personnel.

National Association of Insurance and Financial Advisors (NAIFA)

NAIFAThe industry’s only organization serving and representing insurance and financial advisors, regardless of the products they sell or the focus of their practice. Promoting business ethics, NAIFA is committed to helping grow and protect our industry.

National Ethics Association (NEA)

NEAAn organization that offers an exhaustive library of motivational articles, resources, and guidelines designed to help professionals build and maintain a sterling reputation based on trust, ethics, and best-practices.