3 Mark Financial Blog

Are They False Sales Objections? – You’d Better Find Out Fast!

/
In our sales training courses, we explain how some prospects…
3 Mark Financial Blog

2 ways to help protect non-U.S. spouses from estate tax liability

/
The estate tax laws differ for U.S. citizens vs. non-U.S. citizens.…
3 Mark Financial Blog

Indexed annuity sales break previous record by 21%

/
Forty-nine indexed annuity carriers participated in the 70th…
3 Mark Financial Blog

Social Security’s negative returns

/
Lifetime payroll tax contributions will exceed the amount of…
3 Mark Financial Blog

In estate planning limbo: Ownership of the New Orleans Saints

/
Tom Benson was the kind of man who seemed to have his whole life…
3 Mark Financial Blog

10 ways to screw up when picking life insurance beneficiaries

/
Naming who should get the life insurance money after you die…
3 Mark Financial Blog

8 ways people blow their life insurance medical exams

/
There's nothing your clients can do to erase evidence of a lifetime…
3 Mark Financial Blog

Cash-Balance Plans Surge

/
A recent favorable IRS ruling has generated some buzz on cash-balance…
3 Mark Financial Blog

GUL with a Guaranteed Refund Option rider

/
With both Guaranteed Universal Life and Guaranteed Universal…