3 Mark Financial Blog

Are you blind to the status quo?

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“What’s one thing that’s obvious to you but that most others…
3 Mark Financial Blog

Do you know these Social Security facts?

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If you’re an advisor selling to the boomer and senior markets,…
3 Mark Financial Blog

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

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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

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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%

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

Social Security’s negative returns

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

In estate planning limbo: Ownership of the New Orleans Saints

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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

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

8 ways people blow their life insurance medical exams

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There's nothing your clients can do to erase evidence of a lifetime…