3 Mark Webinars

3 Mark Webinars

Expand your knowledge. Join one of our upcoming webinars, or listen to recorded webinars at your convenience.

Upcoming Webinars
3 Mark Financial Blog

ExtendCare 2017 – The new chronic illness rider from Protective Life

Click here to register for the May 3 Protective Life Webinar as we discuss their new ExtendCare chronic illness rider.

Archived Webinars
3 Mark Financial Blog

Natonwide YourLife CareMatters “Abililty” vs. “Possibility”

Click here to view the recording of the Nationwide webinar dated April 26, 2017

3 Mark Financial Blog

Business Insurance A New Path – Company Owned Life Insurance

View the recording of the Global Atlantic presentation dated  April 19, 2017

3 Mark Financial Blog

TermAccel & LincXpress Two new underwriting platforms for Lincoln Financial

View the recording of the Lincoln Financial  presentation dated  April 5, 2017

3 Mark Financial Blog

Guaranteed Death Benefit Solutions! with Ronnie Russell, National Sales Manager American National

Ronnie introduces American National’s Signature Guaranteed UL and Signature Whole Life.  Offering guaranteed death benefits with cash value or without cash value.  Living benefits including chronic and critical illness available at no cost. View the recording of the American National Webinar  presented March 15, 2017

3 Mark Financial Blog

Life Policy Loan Rescue! with Lauren Hicks, Prudential Regional Vice President

Many old policies with loans have the potential to create a taxable event resulting in consequences many clients are not aware of.  We will walk through two case studies that illustrate the importance of reviewing policies with loans and your options to address these potential problems. View the recording of the Prudential Webinar  presented March 15, 2017

3 Mark Financial Blog

An Introduction to Sagicor Life Insurance Company

Introducing Sagicor Life’s Products & Accelewriting Platform – From e-Submit to e-Delivery in as little as 20 minutes. View a recording of the Sagicor Life Presentation presented February 22, 2017

3 Mark Financial Blog

Plan For Their Financial Future – Lincoln Financial MoneyGuard

View a recording of the Lincoln Financial MoneyGuard Presentation presented February 22, 2017

3 Mark Financial Blog

Why Life Insurance for Wealthy Clients?

John Hancock Webinar February 8, 2017 Presented by Kevin W. Blanton, Associate Counsel Avanced Markets John Hancock Insurance

3 Mark Financial Blog

January 18, 2017, 3 Mark Financial – Asset Based Long-Term Care Insurance

Recorded webinar: 3 Mark Financial        

3 Mark Financial Blog

October 12, 2016 American National – American National Introduces Signature GUL with ROP

Recorded webinar: American National        

3 Mark Financial Blog

Sept 14, 2016 Mutual of Omaha – New solutions for your business owner clients using IUL

Recorded webinar: Mutual of Omaha        

3 Mark Financial Blog

August 17, 2016 North American – Indexed Universal Life – The Basics

Recorded webinar: North American        

3 Mark Financial Blog

July 20, 2016 John Hancock – Sales Ideas for the 2nd Half of the Year.

Recorded webinar: John Hancock        

3 Mark Financial Blog

July 6, 2016 Gerber Life – Introducing Gerber Life’s Products and Selling System

Recorded webinar: Gerber Life        

3 Mark Financial Blog

June 22, 2016 Symetra Life – Protective Life Key Competitive Advantage in the GUL Market.

Recorded webinar: Symetra Life        

3 Mark Financial Blog

June 8, 2016 Protective Life – Protective Life discusses Protective’s Life Check Up Campaign

Recorded webinar: Protective Life        

3 Mark Financial Blog

May 18, 2016 Global Atlantic – Keaton Schut discusses key product features and share some sales ideas.

Recorded webinar: Global Atlantic        

3 Mark Financial Blog

May 11, 2016 Mutual of Omaha – Randy Kuenzi Discusses key product features and share some sales ideas.

Recorded webinar: Mutual of Omaha        

3 Mark Financial Blog

April 27, 2016 Minnesota Life – Justin Schema Discusses How to help LIFT up your client’s retirement income

Recorded webinar: Minnesota Life LIFT        

3 Mark Financial Blog

March 23, 2016 John Hancock- Joey Ussery Discusses LifeTrack a very innovative inforce policy management system

Recorded webinar: John Hancock LifeTrack        

3 Mark Financial Blog

March 16, 2016 Berkshire Advisor Resource – Jackie Baker Discusses Multi-Life or Simplified Issue Disability Income

Recorded webinar: Berkshire Advisor Resource        

3 Mark Financial Blog

March 2, 2016 Protective Life – Amanda Polasko from Protective Life Discusses IRA Maximization

Recorded webinar: Protective Life        

3 Mark Financial Blog

February 17, 2016 AIG – Sales Ideas, New Products and Underwriting Updates.

Recorded webinar: AIG        

3 Mark Financial Blog

February 3, 2016 Prudential – Life Insurance in Today’s Economic Times

Recorded webinar: Prudential This presentation highlights what consumers say about life insurance versus the reality, obstacles you face, and how you can bridge the gap between what consumers think and what they do when it comes to life insurance purchase and coverage.      

3 Mark Financial Blog

January 20, 2016 Nationwide – Social Security – The Choice of a Lifetime

Recorded webinar: Nationwide For financial advisors, the Social Security decision is an opportunity to help clients with one of the most important decisions they face about their retirement – a decision that could potentially result in accumulating hundreds of thousands of dollars in additional retirement income. Providing guidance for this important decision can help advisors strengthen […]

3 Mark Financial Blog

January 6, 2016, Protective Life – Chronic Illness Riders

Recorded webinar: Protective Learn more about Protective’s ExtendCare Rider and how to position it with your clients.  Learn how the Income Provider Option can often offset the cost of this valuable benefit.  Presented by Amanda Polasko, Regional Vice President, Protective        

3 Mark Financial Blog

November 18, 2015, Allianz Fixed Index Annuities

Recorded webinar: Allianz Learn more about two of the most popular products available in the industry today: Allianz 222 Fixed Index Annuity & Allianz 360 Annuity, both with increasing income potential.  Presented by Bill Richardson, Director of Sales , Allianz        

3 Mark Financial Blog

November 4, 2015, Income Protection – Using Life Insurance to Preserve Your Clients Lifestyle

Recorded webinar: North American Presented by Jessica Lovell-Opdahl, Sales Development Specialist, North American Company        

3 Mark Financial Blog

September 30, 2015 – How to Use Permanent Life Insurance for Your “Smart Money”

Recorded webinar: North American Presented by Jessica Lovell-Opdahl, Sales Development Specialist, North American Company        

3 Mark Webinars

September 9, 2015 – A New Kind of Life Insurance from John Hancock

Recorded webinar: John Hancock Presented by Joey Ussery, CLU, ChFC, LUTCF, Regional Director, John Hancock        

3 Mark Webinars

August 26, 2015 – Actuarial Guideline 49 and it’s impact on Indexed Universal Life Illustrations

Recorded webinar: AXA – AG 49 Presented by Christian Kaplan, CFA Vice President AXA        

3 Mark Webinars

August 12, 2015 – An Introduction to North American

Recorded webinar: North American Jessica Lovell-Opdahl, Sales Development Specialist with North American        

3 Mark Webinars

July 8, 2015 – American National: Life Insurance with Living Benefits

Recorded webinar: American National Ronnie Russell, American National        

3 Mark Webinars

June 10, 2015 – MetLife – Generate Permanent Life Insurance Sales With Business Owners

Recorded webinar: MetLife Doug Farnham, CFP, CLU, ChFC, Advanced Markets Case Consultant Lee Bolnick, CFA, Internal Wholesaler      

3 Mark Webinars

May 27, 2015 – Genworth Total Living Coverage, Universal Life Insurance with Long Term Care Benefits

Recorded webinar: Total Living Coverage John O’Mahoney, CLU, ChFC, RHU, Director Annuities, 3 Mark Financial Richard Nefzer, CLU, ChFC, CLTC, National Sales Director-Linked Benefits, Genworth      

3 Mark Webinars

May 21, 2015 – IGO Electronic Life Application Demonstration

Recorded webinar: IGO The Industry’s Leading Electronic Application Platform   Carolyn Rawlings, ACA, AIAA, ALHC , Director of New Business & Underwriter   John Quaile, Customer Success Manager iPipeline  

3 Mark Webinars

May 20, 2015 – Lincoln Financial – Help Protect Income Producing Assets

Recorded webinar: Help Protect Income Producing Assets Bruce C. Alfredson, CLU, ChFC, 2nd VP Marketing, 3 Mark Financial   Matt Fowler, CLU, Sales Vice President, Lincoln Financial  

3 Mark Webinars

May 13, 2015 – John Hancock – Life Insurnce with Vitality

Recorded webinar: Life Insurance with Vitality Bruce C. Alfredson, CLU, ChFC, 2nd VP Marketing, 3 Mark Financial   Joey Ussery, CLU, ChFC, LUTCF, Regional Director, John Hancock  

3 Mark Webinars

May 6, 2015 – Indexed Universal Life For Accumulation

Recorded webinar: Indexed Universal Life For Accumulation Bruce C. Alfredson, CLU, ChFC, 2nd VP Marketing, 3 Mark Financial Mark Steinbruecker, FLMI, CLU, ChFC Internal Wholesaler, 3 Mark Financial Sean Kramer, Internal Wholesaler, 3 Mark Financial  

3 Mark Webinars

April 22, 2015 – Essential Annuity Solutions for IRA Asset Preservation

Recorded webinar: Essential Annuity Solutions for IRA Asset Preservation John O’Mahoney, CLU, ChFC, RHU Director – Annuities  – Marketing 3 Mark Financial Charles Samuel, CLU, FLMI, AAPA, AIG Annuity, Internal Wholesaler  

3 Mark Webinars

April 8, 2015 – An Introduction to Mutual of Omaha

Recorded webinar: An Introduction to Mutual of Omaha 3 Mark Financial – Presenters: Bruce Alfredson, CLU, ChFC, 2nd Vice President – Marketing 3 Mark Financial & Michael Sladek, National Sales Director, Mutual of Omaha  

3 Mark Webinars

March 25, 2015 – Indexed Life in a Death Benefit Design

Recorded webinar: Indexed Life in a Death Benefit Design 3 Mark Financial – Presenters: Bruce Alfredson, CLU, ChFC, 2nd Vice President – Marketing, Sean Kramer, Internal Wholesaler, Mark Steinbuecker, Internal Wholesaler  

3 Mark Webinars

February 25, 2015 – Underwriting Updates and Financial Underwriting for the Big Case

Underwriting Updates and Financial Underwriting for the Big Case SBLI Insurance Company – Presenter: Carolyn McAvinn, FLMI, ACS  

3 Mark Webinars

February 11, 2015 – Addressing Multiple Needs with One Solution

Addressing Multiple Needs with One Solution Nationwide Insurance Company – Presenters: Robert Houle, Sharon Coats, CLU  

3 Mark Webinars

January 21, 2015 – Introducing a New Protection-Focused Indexed UL Product with Unique Options

Introducing a New Protection-Focused Indexed UL Product with Unique Options AIG Insurance Company – Presenter: Levi Robinson, CFP, CLU, ChFC, FLMI  

3 Mark Webinars

January 7, 2015 – Policy Reviews: How to Protect Your Business and Drive Sales

Policy Reviews: How to Protect Your Business and Drive Sales John Hancock Life Insurance Company – Presenter: Joey Ussery, CLU, ChFC, LUTCF  

3 Mark Webinars

June 11, 2014 – Symetra Life

June 11, 2014 – SYMETRA LIFE – Presenter: Jeff Wright Are You Selling Symetra? Here’s Why You Should Be

3 Mark Webinars

June 4, 2014 – MetLife

June 4, 2014 – METLIFE – Presenter: Frank Mallady Utilizing Split-Funded Defined Benefit Plans in a Rising Income Tax Environment

3 Mark Webinars

May 24, 2014 – AXA

May 24, 2014 – AXA – Presenter: Janet Elie Sales Ideas Utilizing Cash Value Life Insurance  

3 Mark Webinars

May 14, 2014 – Lincoln Financial Group

May 14, 2014 – LINCOLN FINANCIAL – Presenter: Stephen Denton Planning for Client’s Financial Future with Lincoln MoneyGuard II  

3 Mark Webinars

May 7, 2014– John Hancock

May 7, 2014– JOHN HANCOCK – Presenter: Joey Ussery Changing the Conversation Around Life Insurance in Retirement  

3 Mark Webinars

March 9, 2014 – Nationwide

March 9, 2014 – NATIONWIDE – Presenter: Shawn Britt Exploring Nationwide’s New LTC Linked-Benefit Product