Explore a partnership
Start with the fit.
Then talk through the process.
For licensed annuity professionals with carrier access, a working sales process, and capacity to serve new prospects.
The partnership fit call
A focused conversation
with Conor.
Plan for approximately 30 minutes to review your practice and determine whether an AMO partnership makes sense.
- Your experience, licensing, and carrier access.
- Your acquisition process, sales metrics, and available capacity.
- Our screening, introductions, and attendance standards.
- Service availability, expectations, and next steps.
Bring your own questions. The purpose is to assess a working relationship before either side makes a commitment.
Advisor application
Online applications
are opening soon.
Applications and scheduling are not yet available through this website. Please return when the application opens to request a partnership review.
Review the partner criteriaPrepare for the conversation
Have your service states, carrier appointments, typical close rate, and appointment availability ready. No consumer records or account details are needed.