Who we are – MO Marketing

The purpose.

Maintaining first-class relationships with our clients is our top priority.

Having been in business for nearly 45 years, M&O is the oldest and longest-standing independent marketing organization (“IMO”) in the fixed annuity industry. Founded in metro-Detroit in 1976 and originally having only marketed long-term care in Michigan and Ohio (hence, “M&O”), we have since expanded to also market fixed annuities and life insurance to thousands of independent financial professional nationwide.

Practice Development

A strong foundation is essential to anything being built. That holds true for a business just as much as it does for a building. We have the tools to help you stay strong.

Seminars

The key to a successful seminar is to have a solid process to follow from the inception of the seminar to the close of business with your new client.

Marketing

In this highly competitive industry, your brand is one of the most effective ways to separate yourself from your competition. Your brand is the face of your business.

Meet our Owners

Dennis began his career with Prudential in 1977, and both his talent and charisma were immediately recognized, having won the company’s Rookie of the Year honor his very first year in the business and then becoming Prudential’s youngest sales manager in the country. With a strong desire for independence, Dennis eventually broke the “golden handcuffs” of the captive insurance world to join M&O Marketing in 1987. With the direction of the original M&O principals and the mentorship of Dan Rourke, co-founder of LifeUSA and President of Allianz Life of North America, Dennis built the fixed annuity division of M&O from virtually nothing to where it is today.

Resources & Information

Advisors University Podcast

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Looking for advice or want to catch up on the industry?

Our expertise has gotten us recognized by many media publications

Publicist Rockstars: “No one understands your job, not even your client”

Edward Petersmarck: “How To Be Great At Sales Without Seeming Salesey”

So, You Want to Break Away?

Post-COVID Office Etiquette You Need To Know

David Wright of M&O Marketing: How To Be Great At Sales Without Seeming Salesy

Benefit from our business development expertise!

Whether you’re looking to establish your brand, stay connected to existing clients, prospect and secure new business, or use media promotion to your advantage, we are here to help. Our services offer you an array of best practices, products, tools, and resources, to exceed your competition.