This can significantly impact your success. Ask about:

  • Marketing support: Does the FMO provide marketing materials, leads, or marketing tools?
  • Training and education: What kind of training and ongoing education do they offer (e.g., product training, sales training, compliance training)?
  • Technology and tools: What technology platforms and tools do they provide (e.g., CRM, quoting software, online enrollment platforms)?
  • Back-office support: What kind of administrative and back-office support do they offer (e.g., contracting, commission processing, customer service)?
  • Compliance support: How does the FMO assist with compliance requirements and regulations?