Welcome to the M&O Life By Design Team, where we help independent financial professionals navigate life insurance solutions with expert guidance and personalized support.
Separate yourself from the competition
how it started
For nearly half a century, M&O has prided itself in securing business relationships with only the best insurance carriers in the independent channel.
Life By Design emerged from M&O Marketing’s Life team with a vision to become the Generational Planners of America. Explore just one of the many innovative products we offer below!
partnerships
your values are our values
education
collaboration
Trust & expertise
personalized support
The M&O Life By Design team values personalized support, ensuring each financial professional receives tailored guidance for their clients’ unique life insurance needs. We prioritize ongoing education, keeping our agents informed on industry changes and product innovations. Collaboration and integrity are at the heart of what we do, helping professionals build lasting client relationships with trust and transparency.
Elevate Your Practice with M&O Life by Design
Our Guiding Principles
Accumulation Phase
Helping those protect their families at the stage of life when it’s time to start planning for the future.
Distribution Phase
This phase provides coverage for the policyholder’s entire life, as long as premiums are paid.
Wealth Transfer
creating • wealth • opportunities
Educational webinars
The M&O Life By Design team records webinars for agents that cover essential strategies, processes, and industry updates. These sessions are designed to provide valuable insights and equip you with the knowledge needed to elevate your life insurance practice.
Stay informed and educated
led by our team at life by design
redefining the culture
Generational Planners of America
You can’t go back to day one in your life and make a brand new beginning
BUT … you can start now and create a brand new ending.
The benefits of working with us
Training support
Product & Design Support
Training Meetings
Producer Mentoring Group
The mentoring process is tailored to each agent’s unique goals, offering practical advice on building client relationships, mastering sales techniques, and navigating the challenges of the insurance industry.
