Company Information

Get to know GamePlan Financial Marketing, LLC.

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.

Industry

Financial Other ServicePRIMARY
Financial Insurance
Media Media Advertising

Contact

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GamePlan Financial Marketing, LLC.

United States

Founded in

1992 (34 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.