Life Insurance
3 Mark offers life insurance products and services from over 50 leading carriers across all available types including universal, variable universal, 2nd to die, term and whole life.
Providing product is only one part of our value proposition. We recognize support is critical. From simple illustrations to complicated cases, our internal sales support team, averaging over 10 years of industry experience, stands ready to assist you with case design, quotes, and product recommendations.
We have also created a number of tools for you as well as made available several offered by our carriers.
Life Product Quick Guides:
These are designed to provide you with easy, instant access to product details and features such as minimums, age requirements and riders.
- Term Life Quick Guide
- Universal Life Quick Guide
- Second to Die Universal Life Guide
- Indexed UL Quick Guide
- Whole Life Quick Guide
- Simplified Issue Quick Guide
Life Hot List – This sheet provides the "hot" products in each class and is updated monthly.
Term Grid – Provides online access to complete product information for most major carriers' term products including issue ages, state approvals, underwriting requirements, conversion privileges, etc.
Carrier Tools:
Our carriers regularly develop valuable tools for your use. Below are those we have found most helpful for our producers and affiliates. We encourage you to contact us if you need information you are not able to find here:
- Life Insurance Capacity Calculator: Determine how much clients need and how much they can get.
- Policy Review Program: Help determine if your client’s existing policy still meets their needs.
- Estate Planning Worksheet: Designed to help you and your clients capture all relevant data for an estate planning case.
- Non-Branded Marketing: Provides marketing material on several key life insurance concepts in a generic format. Product information, sales recommendations and case design.
Contact us:
Sean Kramer
Internal Wholesaler
(281) 269-2374
SeanK@3mark.com
