M&O Marketing
Paul McGillivray brings extensive experience in marketing and sales, particularly in the financial services sector. Currently serving as an AnnuitySCOPE Analyst and Sales Director at M&O Marketing since June 2015, Paul focuses on developing marketing programs for annuities and life insurance, along with recruitment and support for distribution groups. In addition, Paul has been the Director at the Attorney Collaborative Network since January 2016, assisting estate planning attorneys in integrating retirement planning into their services for client and firm benefit. Paul's previous roles include Senior Vice President positions at CreativeOne and Creative One Marketing Corp, and Vice President roles at National Western Life Ins Co and Allied Life Ins. Co. Paul holds a BBA in Business & Finance from the Questrom School of Business at Boston University and a J.D. from the University of Minnesota Law School.
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M&O Marketing
Having been in business for nearly 45 years, M&O is the oldest and longest-standing independent marketing organization (“IMO”) in the fixed annuity industry. Founded in metro-Detroit in 1976 and originally having only marketed long-term care in Michigan and Ohio (hence, “M&O”), we have since expanded to also market fixed annuities and life insurance to thousands of independent financial professional nationwide. Just as our now-national business model has evolved, so has our marketing perspective. With today’s ever-changing pace of innovation in the financial services industry, we have grasped the keys of success developed from yesterday’s knowledge, today’s experience, and tomorrow’s vision to provide financial professionals with arguably the most versatile and cutting-edge marketing value proposition in the industry today.