Founded in 1994 by Todd Ewing and Mike Adams, GamePlan Financial Marketing, LLC. operates as a Financial Marketing Organization (FMO), also known as an Independent Marketing Organization (IMO). The company's mission is to support the success of independent financial advisors and insurance agents by providing them with a comprehensive suite of tools and services. These services include strategic marketing support, advanced case design, access to a portfolio of annuity and life insurance products from top-rated carriers, and ongoing professional training. GamePlan positions itself as a strategic partner to its affiliated advisors, aiming to help them grow their business and better serve their clients.

Founded in

United States