Resources

The Competitive Edge for IMOs: Structuring Compensation Plans That Attract Top Agents

Independent Marketing Organizations (IMOs) need a strong competitive advantage to attract and retain top agents. One of the most effective ways to do this is by offering competitive and innovative compensation plans. Agents are drawn to organizations that reward hard work and provide long-term growth opportunities. Here’s how IMOs can structure compensation plans that appeal to the best agents. 1.

Read More »

Top Strategies for Recruiting High-Performing Insurance Producers

Recruiting high-performing producers is essential to scaling your insurance agency and driving long-term success. In a competitive market, attracting top talent requires more than just offering competitive compensation—it demands a strategic approach. Whether your focus is life insurance, annuities, or other financial products, building a team of dedicated, high-achieving producers who align with your agency’s vision is crucial. In this

Read More »

take your sales leadership to the next level

START YOUR PATH TO INDEPENDENCE

Bob Klein

Bob brings significant skills to this role, built on more than 25 years’ experience in sales and distribution leadership with stints in life brokerage, BD sales, linked benefits, group and voluntary benefits and IMO annuity sales. Before that, Bob had a 10-year home office career in underwriting and sales support, transitioning to sales in 1996 by opening a Mid-Atlantic brokerage office for CIGNA. 

Living in North Virginia with his wife, Suzanne, Bob enjoys working out, watching baseball and spoiling his three grandkids.