Steve Bates, President

“If you’re going to play at all, you’re out to win. Baseball, board games, playing Jeopardy, I hate to lose.”
– Derek Jeter

You want to win. Right? You wouldn’t be in this business if you didn’t. Your livelihood depends on it. GamePlan Financial Marketing, LLC wants to help you win. We want to help you get in front of more clients, close more insurance business and ultimately help you achieve your personal and professional financial goals. You have a lot of options when it comes to partnering with a Financial Marketing Organization (FMO). Do you want run-of-the-mill? Or do you want one with no interest in second place? The one that hates to lose?

Playing baseball at the professional level gave me a new appreciation for the word “team.” I learned what it truly meant to step it up when needed, when the team needed a lift; what it was like to have a dugout full of guys who had your back no matter what. We won as a team. We lost as a team.

I also learned something else: that I hated to lose more than I loved to win. That became a powerful driving force as I entered my financial career.

What I love about GamePlan is that it is truly a team effort. Everyone is on the same page; they get it. Also present everywhere you look is that same drive that has carried me through my career; everyone here – top to bottom – hates to lose. There is no one here that will not drop what they are doing to help you fight for business. The amount of pride taken in the work done here is amazing, and I hope it shows. If it doesn’t, please feel free to let me know.

We would love the opportunity to fight for your life insurance and fixed index annuity business. At the end of the day, if you don’t win, neither do we. And remember, we hate to lose.


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