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  • 3 Mark Financial brings cutting-edge
    underwriting and technology to
    financial-services professionals.

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

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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:


Electronic App Systems

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

Online Quoting

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

Apps & Forms

Access new business applications and policy holder service forms.


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

Case Status

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


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.