Do you have a competitive advantage? At GamePlan, we consider ourselves very lucky to have not one, but three aces up our sleeves. When Heather Schreiber, Alan Roman and Justin Jones speak – producers listen. And the ones that follow their guidance tend to see immediate results. They are invaluable resources available to help you resolve sophisticated client cases and issues involving estate/gift tax, business continuation and other advanced issues to help producers uncover fixed annuity and life insurance sales opportunities.

The GamePlan Advanced Markets department can provide you with individual sales support, including advanced concept illustrations, competitive insurance product positioning, and individual case design.

When working with producers, we can assist with some of the most intricate details of wealth management concepts and distribution strategies through fixed annuity and life insurance case design. For agents working with business owners, we can assist you in concepts such as business succession planning strategies, and enticing, retaining and rewarding employees utilizing insurance products when working with clients and their advisors who are handling their qualified and non-qualified plans and other employee benefits.


Meet the Advanced Markets Team


Call GamePlan today and let us help you find
the competitive advantage that you’re looking for.


Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give legal or tax advice. Producers and their clients are encouraged to consult a tax advisor or attorney.