I would like to learn more about the relationship between insurance carriers and BGAs (Brokerage General Agency) and IMOs (Independent Marketing Organizations). Specifically, I'm interested in understanding how these intermediary entities collaborate with insurance carriers, the nuances of the sales process, and the criteria that differentiate carriers within the industry. Additionally, I'm curious about the responsibilities that BGAs and IMOs hold in educating and recommending products to financial planners, as well as how they facilitate the relationship between carriers and end consumers.

Please note! Zoom meetings are expected to last about 45 minutes to 1 hour.

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