GamePlan Financial Marketing was founded in 1992 by two health insurance agents
who wanted to help independent advisors grow their businesses. Their approach was
unparalleled for the industry by focusing on a uniquely fun and fulfilling work
environment that emphasizes personal relationships and trust between the advisors
and the GamePlan staff who serve them.
Independent advisors often need to select a Field Marketing Organization (FMO) to
act as an intermediary with the life insurance carriers whose products they sell.
Advisors select GamePlan to be their FMO for fixed indexed annuities, life insurance,
and long term care from Allianz,
ING, Legacy,
Aviva, John Hancock, and
Penn Treaty. GamePlan advisors write $1 billion in policies with
Allianz each year, making GamePlan the nation’s leading FMO with 20-percent market
share for the world’s largest insurance carrier. GamePlan also is one of ING’s top
ten National Marketing Organizations (NMOs).
GamePlan acts as an extension of each advisor’s office by providing a comprehensive
range of marketing and office administration services.
GamePlan offers comprehensive marketing programs that are custom tailored for each
advisor. In-house marketing professionals consult with each agent, learn about the
agent’s personality and strengths, and develop a complete market analysis and plan
that identifies that advisor’s best opportunities to provide a road map for optimum
success.
- Back-Office Administrative Support
From proofing applications for an advisor’s prospective customers to facilitating
the receipt of an advisor’s commission or reimbursement checks, GamePlan’s administrative
support team provides a critical but easily overlooked service for its advisors.
GamePlan’s team of office administration professionals takes particular pride in
going the extra mile to serve their advisors and nurture relationships with the
carriers they represent.