Management Services Organization
For producers who want to bring this concept to their clients.
Feel free to select by clicking on the Presentation you'd like to download from the options below.
MSO Strategy One Page: A Client Facing marketing piece to start the conversation around exploring the MSO strategy.
Sample Client Presentation: A preview of the presentation created for your MSO Prospect Clients, with their unique data. To receive a client presentation, use the MSO Prospect Intake form
MSO Strategy Overview for Professionals: A supplemental piece for any deeper dive questions. Keep this in your back pocket if additional information is requested before pursuing a personalized TRA Report.