Meet the Broker/Dealer
Development Team

New York Yankee legend Yogi Berra was famous for his creative misuse of the English language. Sometimes you got the gist of what he was saying; sometimes you scratched your head. If you are a Registered Representative or Investment Adviser Representative, you may sometimes feel like those in the insurance industry don’t speak your language. GamePlan’s Broker/Dealer development team is here to partner with you on the insurance side of the business and understands your overall business model and what you do. We can translate our world into how it can fit in as a part of your business. Even better, it doesn’t just stop with our Broker/Dealer development team: over 20 of GamePlan’s employees are securities registered, including 9 that hold a Series 24 securities registration. We understand your business and want to strengthen the insurance side of it to help make you an even more valuable resource for your clients.

“When you come to a fork
in the road, take it.”

– Yogi Berra

Meet the Broker/Dealer Development Team




Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give securities advice or marketing assistance for securities-related products and/or services. Registered Representatives should refer to their own Broker/Dealer.