3 Mark Financial Blog

Cash-Balance Plans Surge

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

GUL with a Guaranteed Refund Option rider

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With both Guaranteed Universal Life and Guaranteed Universal…
3 Mark Financial Blog

QLAC – Qualifying Longevity Annuity Contract

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A QLAC allows clients to defer taking required minimum distributions…
3 Mark Financial Blog

Who offers the best term conversion privileges?

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See the details based on a study of AXA Equitable and 22 competitors.…
3 Mark Financial Blog

What you need to know about how Social Security is taxed

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Very little in the U.S. tax code draws the ire of taxpayers and…
3 Mark Financial Blog

Who lost the war between term and permanent life insurance?

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The '80s were filled with great agent confrontations, which in…
3 Mark Financial Blog

Broker licensing bill signed into law

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Brokers’ lives are (hopefully) about to get a little easier. President…
3 Mark Financial Blog

6 things advisors should know about QLACs

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In July 2014, the IRS released final regulations on QLACs, or…
3 Mark Financial Blog

Business succession planning: Look to life insurance

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If you’re looking to expand your client base and the range…