• Ideas, concepts, strategies, and information
    in a concise 3 minute or less format.

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  • Complete a life insurance app in minutes! No more applications to complete, signatures to obtain, or forms to chase down. It’s simple, secure, and profitable!

    Show me how!
    3Mark eSolutions
  • Hybrid Products

    10,000 Baby Boomers are turning 65 every day and the U.S. Life Expectancy is rising. It has never been more important for your clients and prospects to understand the life events that trigger the need for Long Term Care insurance.

    Tell me more!
    Hybrid Products
  • The Longevity Specialists platform was created to address the ever growing challenge of Lifestyle and Legacy planning facing retirees, their children, and the advisors who serve them.

    Tell me more!
    Longevity Specialists
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  • Expand your knowledge with 3 Mark training webinars. Learn about our products and services with training webinars.
    Live and recorded sessions are available to meet your scheduling needs.

    Watch now
    Expand your knowledge with 3 Mark training webinars. Learn about our products and services with training webinars. Live and recorded sessions are available to meet your scheduling needs.

Enhance Your Business, With Our Support

Solutions for your Business

Backed by the breadth and depth of our product offerings, producers can deliver a full complement of financial services. Our production levels position you and 3 Mark as strategic partners with the nation’s leading carriers, while you discover the satisfaction of knowing that you can deliver superior services in:

  • Life Insurance
  • Securities
  • Annuities
  • Specialty Products

Expediting your Business

3 Mark has experienced, accessible, skilled underwriters and case managers on staff. We are recognized for our ability to evaluate and place large and/or difficult cases promptly and efficiently. 3 Mark makes it easy for you by managing the entire process. Including:

  • Onsite Underwriting
  • Case Processing
  • Real-time Case Status

Site Access


Manage Account

Developing your Business

As part of our team, you have the opportunity to leverage the sales, technical, managerial, investment and advanced market expertise of some of the nation’s leading financial service professionals. You’ll learn how to create new business by developing cross-sell opportunities with such specialists as property casualty agencies, CPA firms and broker dealers.

You’ll also gain new skills and product knowledge, improve productivity, and supercharge your production through our:

  • Marketing Support
  • Technology
  • Education and Training
  • Sales Support
  • Advanced Market Support
  • Onboarding Process

Monetizing your Business

3 Mark rewards producers in multiple ways based on the level and quality of business they produce. Every compensation plan is customized to fit each business structure – from the individual agent to the agency – while maximizing your contracts and compensation across all product lines. 3 Mark has proven itself to be the partner of choice. Our producers benefit from:

  • Enhanced Compensation
  • Pooled Production
  • Management Opportunities

First-time users:



3 Mark Electronic App Systems

Electronic App Systems

Use carrier’s online application systems to streamline your business.

3 Mark Online Quoting

Online Quoting

Quote your favorite life products with the touch
of a button.

3 Mark Apps & Forms

Apps & Forms

Access new business applications and policy holder service forms.

3 Mark Underwriting


Use our expertise to obtain the best offer for your client.

3 Mark Case Status

Case Status

24/7 secure online access to all your current pending cases.

3 Mark Forms & Contracting


Use our online contracting system to submit carrier contracts faster.

Core Lines of Business

Life Insurance

Boost your life insurance sales with the best products and financial planning  solutions available from over 50 highly-rated insurance carriers


We understand the complexity of planning for retirement and that no two clients have the same needs. 3 Mark’s cutting-edge marketing support and diverse product portfolio allows producers to tailor solutions to meet the ever-changing needs of their clients.

Disability Income

As insurance producers, we are in the business of protecting our clients’ assets. Help protect their most valuable asset—their income—with Disability Insurance. 3 Mark works with the DI experts at Berkshire Advisor Resources to help you navigate the complexities of this specialized niche and expand your business.

Long-Term Care

Let 3 Mark and the professionals at Senior Market Sales help you establish successful ways to educate your clients about their long-term care options and increase your sales.