Fin Advisory — Complete Financial Consultation

Join the success

Established relationships with exclusive products & carriers.

No blogs found

Why Fin Advisor?

We're partnered with 40+ carriers.

The independent life insurance and fixed annuity industry is about relationships. For nearly half a century, M&O has prided itself in securing business relationships with only the best insurance carriers in the independent channel. While any IMO can attempt to go get a carrier contract, M&O is recognized by carriers as an IMO who deserves to be given contracts. As a result of our stellar reputation over the decades, M&O has been privileged to have been given several exclusive, proprietary products and carrier relationships – all of which helps benefit you.

Why Dreams Insurance Solutions?

We're partnered with 40+ carriers.

The independent life insurance and fixed annuity industry is about relationships. For nearly half a century, M&O has prided itself in securing business relationships with only the best insurance carriers in the independent channel. While any IMO can attempt to go get a carrier contract, M&O is recognized by carriers as an IMO who deserves to be given contracts. As a result of our stellar reputation over the decades, M&O has been privileged to have been given several exclusive, proprietary products and carrier relationships – all of which helps benefit you.

Life Insurance

Life insurance remains one of the best and most valuable financial tools in the world. Whether it is term, whole life, or index universal life, M&O provides you contact and back-office support to some of the best products in the industry today. We also provide access to certain proprietary whole life products, which have traditionally only been available to captive financial professionals.

Annuities

Annuities are arguably needed now more than ever in consumers’ retirement planning. M&O prides itself on offering only the most versatile and cutting-edge annuities available in the independent channel today. With nearly fifty different carrier relationships, you can rest easy knowing that you will have flexibility and variety in making sure the annuity product you recommend to your client isn’t a square peg trying to fit into a round hole.

Long-Term Care

M&O has more experience in the long-term care business than any other IMO in America. While originally begun being offered in the 1970s, LTC products have evolved. Our team of dedicated LTC specialists is arguably the most knowledgeable in the industry. Work with us to offer your clients the most comprehensive LTC product offering available.

Why Fin Advisor?

Frequently Asked Questions

Clear answers to help you make confident financial decisions.

What types of clients do you work with?

We work with individuals, families, and small business owners who want to take control of their finances and plan for the future. Whether you’re just starting out, preparing for retirement, or managing complex investments, our advisors can help.

How do I get started with Dreams Insurance Solutions?

Simply schedule a free consultation through our contact page or give us a call. We’ll discuss your goals, review your current situation, and outline a personalized strategy to help you move forward.

Are your financial plans customized?

Yes — every financial plan we create is tailored to your unique goals, lifestyle, and risk tolerance. We don’t believe in “one-size-fits-all” advice, so you’ll always receive strategies designed just for you.

Do I need a large investment to work with you?

Not at all. We work with clients at all stages of their financial journey. Whether you have a modest savings account or a substantial portfolio, we’ll help you create a plan that maximizes your resources and builds toward your goals.

Get Started

Want to work with us?

Dreams Insurance Solutions is one of the fastest-growing insurance agencies, as a result of its unique and compelling compensation plan. To find out more please contact us at ..