Gameplan Financial Agent Site
Team Drive Menu
Quick access to shared Drive folders and resources that aren’t already linked elsewhere on the site.
Open Main Google DriveTools & Forms
Phone Scripts & Objections
All team scripts, rebuttals and handling frameworks in one folder.
Product Grids (UW)
Carrier product grid & underwriting cheat sheet.
Work Forms
Commonly used intake and admin forms for daily workflow.
In-Home Print Packet
Agent printable resources bundle for at-home appointments.
Team Phone Scripts (Site)
Web version of our scripts for quick access on desktop or mobile.
Telesale Objections (Flash Cards)
Interactive objection flash cards for rapid practice.
Health Team Drives
Premium Term & IUL Carriers
Main Final Expense Carriers
Americo
FE product & UW resources.
Mutual of Omaha
FE product & UW resources.
Corebridge (AIG) SIWL / GIWL
Product & UW resources.
Transamerica
Product & UW resources.
Aetna CVS
Product & UW resources.
American Amicable
Product & UW resources.
Additional Carriers
John Hancock
Additional carrier resources.
Cica Life
Additional carrier resources.
Foresters
Additional carrier resources.
Prosperity
Sign-in may be required to view this folder.
United Home Life
Additional carrier resources.
Athene
Additional carrier resources.
Royal Neighbors
Additional carrier resources.
Straight Line Persuasion
Sales training folder.
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