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…
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…