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Archive for category: case studies

3 Mark Financial Blog

Why life insurance is the new stretch IRA

February 19, 2020
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Click here to view the article by Ed Slott dated February 6,…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2020-02-19 11:03:252020-02-19 11:03:25Why life insurance is the new stretch IRA
3 Mark Financial Blog

Employer-Owned Life Insurance and Section 101(j)

January 28, 2020
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The general rule under IRC Section 101(a) is death benefits paid…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2020-01-28 11:33:222020-01-28 11:33:22Employer-Owned Life Insurance and Section 101(j)
3 Mark Financial Blog

Sales Idea: How Life Insurance Cash Values Can Stabilize Your Retirement Sequence of Returns

March 3, 2018
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Click here to download the AXA Marketing Piece
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2018-03-03 14:02:202018-03-03 14:02:20Sales Idea: How Life Insurance Cash Values Can Stabilize Your Retirement Sequence of Returns
3 Mark Financial Blog

Alzheimer’s disease What you should know and the importance of preparation

December 1, 2017
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Click here to download the Lincoln Financial Guide
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2017-12-01 14:02:202017-12-01 14:02:20Alzheimer’s disease What you should know and the importance of preparation
3 Mark Financial Blog

State Insurance Regulators Could Set Their Own Best Interest Standard

November 30, 2017
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State insurance regulators are preparing to discuss a proposal…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2017-11-30 14:21:202017-11-30 14:21:20State Insurance Regulators Could Set Their Own Best Interest Standard
3 Mark Financial Blog

ACLI Hails Official Delay of DOL Fiduciary Rule Add-On Standards

November 29, 2017
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The American Council of Life Insurers is celebrating the official…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2017-11-29 08:03:332017-11-29 08:03:33ACLI Hails Official Delay of DOL Fiduciary Rule Add-On Standards
3 Mark Financial Blog

Making the most of another delay in the DOL’s fiduciary rule

August 25, 2017
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Click here to read the article
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2017-08-25 09:01:302017-08-25 09:01:30Making the most of another delay in the DOL’s fiduciary rule
3 Mark Financial Blog

2017 Insurance Barometer Study

August 22, 2017
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Share this new infographic from Legal & General America…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2017-08-22 09:38:382017-08-22 09:38:382017 Insurance Barometer Study
3 Mark Financial Blog

Fiduciary Rule’s Impact

June 12, 2017
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WSJ Wealth Adviser Briefing: Fiduciary Rule’s Impact By Michael…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2017-06-12 07:36:532017-06-12 07:36:53Fiduciary Rule’s Impact
3 Mark Financial Blog

Your DOL Fiduciary Rule Questions Answered

May 31, 2017
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May 25, 2017 - The Department of Labor announced there will be…
https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2017-05-31 09:01:562017-05-31 09:01:56Your DOL Fiduciary Rule Questions Answered
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