PERFORMANCE DASHBOARD¹

We understand keeping track of carrier information, pending cases and production statistics while trying to grow your practice can be challenging. That is why we offer an innovative web-based tool that helps manage your business more efficiently. GamePlan's contracted producers have secure access to carrier information, and customized reports 24 hours a day.

Give us a call for a quick walk through. Let us show you what a better way of doing business looks like.

  •   • Easy-to-use financial calculators
  •   • Search engines for fixed annuities and life insurance
  •   • Underwriting standards by carrier/product
  •   • Pending case status and production statistics
  •   • Customizable marketing materials



GamePlan Rewards


GamePlan producers have the opportunity to accumulate points in our exclusive GamePlan Rewards program, which can be redeemed for lead generating programs such as direct mail campaigns, seminars and insurance sales presentations, pre-set appointment programs, and radio and video packages. Other options include branding and logo development, marketing and stationery printing packages, and website development, just to name a few.

GamePlan agents can log on to the GamePlan Rewards portal and redeem rewards anytime, anywhere. Your internal marketing team, GP Creative, is standing by to help drive insurance business, boost profitability, and bolster marketing momentum.

Call your sales coach for more information on the GamePlan Rewards program.

Redeem your points on lead generating programs

  •   • Direct mail campaigns
  •   • Event invitations and insurance sales presentations
  •   • Pre-set appointment programs
  •   • Radio and video packages
  •   • Branding and logo development
  •   • Marketing and stationary printing packages
  •   • Website development


¹The Performance Dashboard was created by JN D Consulting Group, LLC, and certain data feeds are provided by AnnuityRateWatch.com and iPipeline; all three are third party vendors ("Vendors'). GamePlan Financial Marketing, LLC is not affiliated with these Vendors, nor do we guarantee the accuracy or quality of their services. Although we may promote and/or recommend the services offered by these Vendors, producers are ultimately responsible for the use of any materials or services.

Producers should follow the applicable state requirements and approval requirements of the carriers they represent and their Broker/Dealer and registered investment adviser, if applicable.

Registered representative participation is subject to Broker/Dealer approval. NY Production not included. Other exclusions may apply. Contact your Sales Coach for details.

An agent is not eligible for our programs or rewards if he/she has a Letter of Intent to transfer from GamePlan. An agent must be a GamePlan agent in good standing to qualify for any of our programs or rewards. Production requirements apply.

Rewards received are considered compensation which will be reported on form 1099-MISC for income tax purposes.

GamePlan Financial Marketing, LLC reserves the right to modify or rescind our offers without notice. Such changes may be required in order to comply with the Department of Labor Fiduciary Rule.