About AMO
More time for client conversations.
Advisor Marketing Officers coordinates prospect acquisition, screening, and appointment preparation for experienced annuity professionals.
We coordinate the introduction.
Consumers encounter retirement education through our own professional consumer brand. We screen inquiries against agreed criteria and introduce eligible prospects to participating professionals.
You lead the client relationship.
Your team handles discovery, recommendations, and ongoing service. We work with licensed, carrier-appointed professionals who have the experience and capacity to serve new prospects well.
Read our appointment standardsSee whether AMO fits your business.
Review the process, expectations, and available coverage.