Skip to main content
Open Search
Get Contracted
Search for topics or resources
Enter your search below and hit enter or click the search icon.
Close Search

Your Checklist for Choosing the Right FMO Partner

In today’s insurance world, not all FMOs are created equal. If you’re looking to partner with an FMO that truly supports your growth, our FMO Vetting Checklist is your key resource for making a smart decision.

This downloadable checklist is packed with essential questions and considerations to help you evaluate FMO options, compare value, and choose the partner that aligns with your goals. From contract terms to marketing support and compliance, you’ll have a clear framework to make an informed choice for your business.

fmo checklist-1

👇 Download the Checklist

*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.