The AgencyONE 100 is an exclusive group of 100 national financial advisors who work with AgencyONE. By working with a select group of 100 advisors, AgencyONE guarantees that you and your clients are always our number one priority and that we will continually provide you with what you need to support your clients in their financial and insurance needs.

There are no annual fees or out of pocket costs to you. However, our expectation is that you, as an AgencyONE 100 advisor, will commit to a minimum of $100,000 of annualized target premium through AgencyONE to continue to receive access to this exclusive program.

As an AgencyONE 100 Producer, you receive the following benefits:

People

A Dedicated Partner Relationship

Either an AgencyONE Partner or a senior member of our management team is responsible for your relationship with AgencyONE. Additionally, you have a dedicated case manager, underwriting advocate and insurance solutions designer. You are part of an exclusive group of advisors who receive dedicated and prioritized customer service.
Advanced Marketing Planning

AgencyONE’s advanced markets department is led by Gonzalo Garcia, CLU, an AgencyONE Partner. With more than 35 years of experience stewarding innovative and complex life insurance transactions, AgencyONE will work with you to help deliver strategies and solutions that meet the needs of your clients.
Dedicated Advanced Sales Attorney

Programs

LifeMark ReInsurance Program

Participate in the mortality experience of the life insurance business you and other advisors place through ownership in the exclusive, advisor-owned captive LifeMark Reinsurance Company offered by AgencyONE to a select group of advisors. Eligible advisors, as determined by AgencyONE, have placed a minimum of $100,000 of commissionable first year target premium with AgencyONE, among other criteria. LifeMark is one of only a few operating reinsurance companies in the country and the only one available to independent advisors.
Specialty Programs

Take advantage of premium financing platforms and expertise, platforms developed exclusively for CPA clients, business valuation services, buy-sell reviews, estate planning reviews, generational retirement income planning, services to help you source more clients and business, and much more!
Proformex

AgencyONE has partnered with this Inforce Policy Management System to provide our advisors with continuous management of their client’s life insurance policies – one of their largest assets. This software provides powerful portfolio analytics, individual contract monitoring and easy-to-use policy review reporting tools, putting oversight and control at your fingertips
Life Insurance Trust Company

Tools

Life Trends
PGI Advanced Markets Resource Center
Underwriting Hotline

This hotline is available solely to AgencyONE 100 advisors. Your medical questions will be answered immediately by either Dennis Bartos, an AgencyONE Partner and Physician’s Assistant, or Jessica Caracofe, RN, our Vice President of Underwriting, or Julie Melendez, Underwriter. This exclusive and immediate access is invaluable when you are with a client and need answers and medical information in real time.
Client Presentations & Marketing Material

AgencyONE’s marketing team works with you to customize and brand client presentations, creates customized marketing ideas for you to send to your clients, provides you with weekly sales ideas, customized informal inquiries, and provides a library of consumer ready materials. If you want or need it, AgencyONE will create it for you.
Advisor Scorecards

Compensation & Incentives

A Progressive Compensation Structure
An Incentive Trip for Top Advisors

Eligibility for this exclusive trip starts at $300,000 of annualized target premium with AgencyONE. Our incentive trips occur every other year. The last three trips included a fishing expedition in Costa Rica, an amazing trip to the Land of the Northern Lights – Iceland, and a fabulous adventure to the historic and picturesque cities of Sintra and Lisbon in PORTUGAL.

Events

AgencyONE 100 Annual Advisor Conference

Every year, AgencyONE hosts an Annual Conference for our AgencyONE 100 Advisors that features industry-leading speakers discussing subjects that will help keep you abreast of the leading trends and topics in risk, financial, and wealth planning. Our next Annual Advisor Conference will be in Washington, DC at the iconic Dupont Circle Hotel from April 30 to May 3, 2023. We hope you can join us!
Key Office Personnel Meetings (KOPS)

AgencyONE trains your staff on current technology, teaches them the most efficient insurance procedures and the best ways to work with your AgencyONE management team. These KOPS meetings are hosted at the AgencyONE office in Rockville, MD. All expenses (excluding travel) are paid for by AgencyONE.
Semi-Annual Study Group Meetings & Webinars

You are cordially invited to join AgencyONE 100. We hope that you will agree to be part of this very exclusive group!

Please call us at 301.803.7500 or complete the form below and we’ll be in touch.

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