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  TAD Project Information - Master List of Controlled IMOs

These Insurance Marketing Organizations (IMOs) derive income from the sale of equity indexed annuities and are owned in whole or in part by an insurance company or heavily influenced by a distributor business relationship. In our efforts to protect consumers from any sales bias or conflict of interest, agents contracted through these firms are ineligible to participate in our Professional Referral Program for consumer referrals.

Allianz Life

(Firms below are wholly owned or controlled)
  American Financial Marketing
  Ann Arbor Annuity Exchange
  The Annuity Store
  Annuity Masters/ Personalized Brokerage Services
  Challenging Financial Careers Insurance Marketing
  Game Plan Financial
  Life Sales, LLC
  Professional Planners Marketing Group (PPMG)
  Roster Financial
  Signature Financial
  Sunderland Insurance Services
  Tax Planning Seminars, Inc.

 

Amerus Life

(Firms below are wholly owned or controlled)
  CMIC (Creative Marketing International Corp.)
  Brokers International
  Senior Benefit Services
  Family First Insurance Services
  Family First Adv Estate Planning
  Insurance Agency Marketing Services (IAMS)

 

Annexus Group

(Firms below have entered into a distribution agreement)
 

Advisor's Excel

America's Partners

 

Dressander & Associates

 

ECA Marketing

 

FIG (Financial Independence Group)

 

InsurMark

 

Kestler Financial

 

M & O Marketing

 

Medallion Financial

 

Pinnacle Marketing

 

Senior Advisory Group

 

Senior Market Sales

 

ShurWest Financial

 

F&G (Old Mutual)

(Firms below are wholly owned or controlled)
  Lifestar Financial Network

 

Sun Life

(Firms below are wholly owned or controlled)
 

Independent Financial Marketing Group

 

Last TAD update 1/23/08

-end

TAD data is gathered from NAIC and SEC annual filings by insurance companies, from independent internet research, and other data sources we believe to be reliable.

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