An IMO Partnership Built Around Your Success
You built an independent business for a reason. We believe your IMO should help you grow it—not control it.
Akers Enterprises combines competitive carrier relationships, experienced case support, training, technology and hands-on mentorship with benefits designed to help independent advisors build more profitable businesses.
And we give you lead/marketing bonus from your very first application, no waiting until you hit a million like the others.
Free CRM • No Joining Fee • No Monthly IMO Fee • Independent Advisor Focused • 50% Off Leads • Bonus Credit from First App
See What Your Production Would Generate in FREE Leads
Adjust the sliders to see marketing bonuses available to contracted agents.
Eligible FIA Premium
$200,000
0.5% Marketing Bonus
$1,000
Eligible IUL Premium
$10,000
5% Marketing Bonus
$500
Illustrations only. Bonuses are subject to qualifying premium, eligible products and Akers Enterprises program terms.
More Than a Contracting Relationship
We believe an IMO should bring more value to the table.
With more than 30 years in financial services, we've experienced the business from the advisor's side—from building a practice and meeting with clients to marketing, case design, recruiting and running an insurance agency.
Akers Enterprises was built to give independent advisors access to the support, experience and resources we would want from our own IMO.
What's Included:
Competitive Carrier Portfolio
Access to leading annuity and life insurance carriers with competitive contracts and products designed to meet a wide variety of client needs.
Case Design & Illustration Support
Need help finding the right solution?
We'll help you evaluate cases, compare products and illustrations, and identify options appropriate for the client's objectives.
Direct Mentorship
You're not getting handed off to a call center.
Our advisors have access to experienced leadership for help with cases, business development, marketing and growing their practice.
Training & Development
Ongoing training covering products, sales concepts, marketing, case development and the issues advisors encounter in the field.
Marketing & Technology
Access to marketing resources, systems and technology designed specifically for independent financial and insurance professionals.
Lead Generation Benefits
Contracted Akers Enterprises advisors receive one of our most valuable benefits:
50% OFF RETAIL LEAD PRICING
Generate more opportunities while keeping significantly more of your marketing dollars working for you.
The Lead Advantage
Your IMO Relationship Should Save You Money
Our lead-generation business is available to advisors nationwide at retail pricing.
But advisors contracted with Akers Enterprises receive 50% off published lead prices.
If an outside advisor purchases $1,000 in leads, an eligible Akers Enterprises advisor can purchase the same lead package for $500.
There's no waiting for a production bonus or hitting a future threshold to receive the benefit. Your contracted-advisor pricing is available when you order.
Annuity Leads Available Now
IUL • Mortgage Protection • Final Expense • Medicare — Coming Soon
Built for Independent Advisors
Your Business Is Still Your Business.
We're here to support your business—not take it over.
You remain responsible for your client relationships and how you build your practice. Our role is to provide the carrier access, resources, experience and support that can help you do it more effectively.
Whether you're already producing significant business or you're working to reach the next level, we want the relationship to make economic sense for both sides.
Work Directly With People Who Know the Business
James & Valerie Akers
Akers Enterprises is led by James Akers from Las Vegas, Nevada.
James brings more than 30 years of financial-services experience, including experience as an RIA Principal, retirement planner, agency builder and insurance marketing organization owner.
When you work with us, you know who's behind the company.
Who We're Looking For
We're Looking for Advisors Who Want to Grow
Our partnership is designed for independent financial and insurance professionals who:
Want to actively write annuity and/or life business
Value training, support and mentorship
Want access to competitive carrier relationships
Are willing to invest in growing their business
Want a long-term IMO relationship rather than simply another contract
You don't need to be our largest producer.
You do need to be serious about building your business.
I really like that distinction for you now.
Ready for a Better IMO Relationship?
If you're looking for an IMO that combines industry experience, hands-on support, competitive carrier relationships and meaningful marketing benefits, we'd like to learn more about your business.
We have been in your shoes, we built our business from the ground up and know how to help you scale!
Whether you're looking for a reliable source of exclusive leads or an IMO that takes an active role in your growth, Akers Enterprises was built to help independent advisors build more productive—and more profitable—businesses.
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