Gameplan Financial Agent Site
Grow Your Team with Gameplan Financial
Bring on new agents the right way — streamlined, professional, and fast.
Are you hiring a licensed or not-yet-licensed agent?
Choose a path above
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Step 1: Submit your new agent’s info (licensed).
Estimated time: 2–3 minutes
✅ Step 2: Immediate Next Steps for Licensed Agents
- Have them start Fast Start Training immediately.
- Direct them to complete the Contracting Course for carrier setup.
- Bookmark the Gameplan Resource Center for scripts, tools, and updates.
Step 1: Submit your non-licensed candidate’s info.
Estimated time: 2–3 minutes
🧭 Step 2: Guide Your Non-Licensed Candidate
- Have them start the Fast Start Training.
- They’ll need to complete state pre-licensing and schedule their exam (instructions arrive by email).
- After passing, send them to the Contracting Course.
Set Up Your Licensing Course (XCEL) — click to expand
(Note: Discount code does not apply in Illinois.)
- Click below and follow the steps:
gpflife.com/xcel - Select the Insurance Pre-Licensing Course.
- Choose your state, then select the Life & Health (Combo Course).
- Apply code gameplanfin to lower the cost to about $50 in most states.
- Click Sign Up to create your new student account.
• Only enter the required info.
• Review for accuracy.
• A welcome email arrives immediately. - When asked “Who referred you?”, enter your Hiring Manager’s name.