Tracey, ‘Tiny’, McLeod - all five-foot-nothing of her - has been helping GamePlan producers grow their life insurance business since 2007. Demonstrating patience for advanced strategies and complex case design, she sees Life Insurance as a creative tool with which to help build solutions for the individual needs of her producers’ clients over and above providing a death benefit. Tracey is highly knowledgeable in Premium Finance and positioning life insurance within defined benefit plans, Section 79 plans, and as a unique strategy using Internal Revenue Code 2505.
Tracey and her husband spend their time raising their two Airedale Terriers. A sports junkie, she enjoys following SEC football, Notre Dame, and Big East basketball. Tracey also likes to spoil her six nieces and volunteers her time working with underprivileged children.
800.886.4757 ext. 1359
300 ParkBrooke Place, Ste. 200
Woodstock, GA 30189
Individual producer results may vary. The experience of other financial professionals is no guarantee of future success.
Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give legal, tax, or Social Security advice. Producers and their clients are encouraged to consult a tax advisor, attorney, or the Social Security Administration via their local office or online at www.ssa.gov.