Note From Our Founder
“Integrity, service before self, and excellence in all we do”.
These are the core values that I learned while serving in the Middle East in the United States Air Force, and these are the same core values that AMS brings to working with our advisors/agents each and every day.
We understand that there’s no shortage of overpromising and underdelivering in our industry, and what separates us from all of the other “Super FMO’s” is that we treat each relationship with our advisors/agents as if they were family, each case that is submitted as if the commission was feeding our family, and each issue or problem that arises as if it were compromising the cohesiveness of our family. We answer our phones/texts/emails 24 hrs. a day, 7 days a week.
If you’re working, we’re working!
A Strategic Partner for Independent Advisors
Apex Marketing Systems was created to support independent advisors who believe in building their business on their own terms.
In today’s marketplace, advisors face increasing competition, inconsistent lead sources, and marketing programs that often favor large organizations. Many are forced into models that limit flexibility, reduce control, and prioritize volume over relationships.
Apex was built to help level the playing field.
As an independent marketing organization, we work with advisors who want to grow their business without sacrificing independence, ownership, or long-term vision.
We partner with independent financial professionals specializing in retirement planning and annuity solutions, providing insight, guidance, and strategic resources designed to help advisors expand their reach and grow their production.
Our approach is focused on sustainable, long-term growth - not short-term marketing trends or quick wins.
Experience That Supports Real Growth
With over 15+ years in both retail and wholesale distribution, Apex Marketing Systems has helped thousands of independent advisors and insurance agents successfully position fixed and indexed annuities for pre-retiree and retiree clients.
This experience provides a unique perspective - understanding both the advisor’s day-to-day challenges and the broader distribution landscape that impacts growth.
From Submission to Commission - We Execute
Most organizations focus on getting the case submitted.
Apex focuses on getting it issued, placed, and paid.
No 24–48 hour delays.
No 5–7 day NIGO clean-up cycles.
Every Case. Every Time. No Exceptions.
We treat each case like it’s our own - regardless of size.
Because at the end of the day, consistent execution is what builds trust, improves placement rates, and drives long-term production.
Built for Advisors Who Want More Control
Apex works with independent advisors and insurance agents who are serious about growth - but not at the expense of their autonomy.
Whether you’re looking for a more responsive imo annuity partner or a better alternative to traditional models, Apex is designed to support your business - not control it.
We believe the best results come from:
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clear strategy
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consistent execution
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strong relationships
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and advisors who stay in control of their business
