IMOs and FMOs
Drive Growth. Strengthen Brands. Ensure Compliance.
FMG’s all-in-one platform helps distrubution networks streamline communication, ensure compliance, and deliver a consistent brand experience through their financial professionals.
Deliver a Scalable, Compliant Marketing Solution— Built for IMOs and FMOs
FMG gives IMOs and FMOs a modular, scalable platform to power financial professional marketing—driving compliance, brand consistency, and client engagement.
You empower them.
We empower you
“If I’m honest, we did 2 years of intense due diligence before selecting FMG. They literally checked all of our boxes. The feedback from our advisors since we launched has been awesome! They are fired up. I’m just getting started and couldn’t be happier with our choice.”
Industry Leading Marketing Tools
Scale Agent Marketing with Enterprise-Grade Solutions
FMG’s white-labeled marketing suite helps IMOs and FMOs streamline financial professional outreach, ensure brand consistency, and automate marketing across email, social, events, print, and AI-driven content—boosting efficiency, adoption, and compliance at scale.
Content Solutions
Centralized Marketing Control Focused IMOs and FMOs
Compliance, consistency, and brand integrity are critical. With built-in approval workflows and a compliance dashboard built for regulatory adherence, FMG’s platform ensures FINRA-reviewed, brand-approved marketing materials for IMO/FMO leadership teams while allowing financial professionals to easily create and customize content.
Save Time
Save Time, Strengthen Relationships, and Boost Retention
FMG helps IMOs and FMOs provide financial professionals with time-saving automated marketing, streamlined content development, and simplified compliance. Easy-to-use tools reduce administrative tasks, enabling financial professionals to focus on relationship-building—boosting retention in the process!
Compliant Texting
Secure, Compliant Texting
MyRepChat provides IMOs and FMOs with compliant financial professional/client texting, automatically archiving all communications in line with NAIC Model Regulations, FINRA, SEC, and state insurance guidelines. Time-saving templates, auto responses, and scheduled messaging streamline routine communication, helping agents maintain a personal touch while saving time.
Seamless Integrations
Seamless Integration for Life & Insurance Marketing Organizations
FMG’s seamless integrations with CRMs, social media, and carrier-approved content make marketing easy and reliably compliant for IMOs and FMOs—streamlining workflows, boosting agent adoption, and ensuring consistent, on-brand communication at scale.
Safe & Secure
Enterprise-Grade Marketing Platform with Unmatched Security
FMG offers IMOs and FMOs a secure, SOC 2-certified marketing platform with SSO, encryption, automated backups, and continuous monitoring—ensuring data protection, compliance, and peace of mind for supporting financial professionals at scale.
