3 Mark Financial Blog

6 top tax changes for 2015

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The real changes to the tax code for 2015 are mostly incremental…
3 Mark Financial Blog

The actuaries: Longer client life spans require big shift from advisors

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Advisors who write financial plans for clients, and those who…
3 Mark Financial Blog

IUL: the “next best thing” to a retirement income supplement?

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With the stock market's continued ups and downs, and interest…
3 Mark Financial Blog

Indexed universal life: It’s just a great investment

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Everything we do in life involves some element of risk. Some…
3 Mark Financial Blog

3Q Individual Life Premium Up 4%

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Total individual life insurance new annualized premium improved…
3 Mark Financial Blog

The perfect tax-favored investment vehicle

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Today’s investors typically seek three things: safety, income…
3 Mark Financial Blog

Talking Buy-Sell Reviews

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Two industry experts discuss various approaches to exit planning,…
3 Mark Financial Blog

If client tests positive, the next step is yours

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A new blood test being developed to identify the likely onset…
3 Mark Financial Blog

Whole life insurance coverage may be worth the higher cost

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The supposed life insurance “rule” that you should purchase…