3 Mark Financial Blog

How to best communicate retirement planning to female clients

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Purely as a result of gender, women bear some financial burdens…
3 Mark Financial Blog

How — and why — you should engage in multigenerational planning

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You can have a fantastic relationship with a client. Retirement…
3 Mark Financial Blog

The living benefits of life insurance: Eye on 2 riders

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Most people have a basic understanding of life insurance: as…
3 Mark Financial Blog

6 ways to use life insurance strategies for the affluent market

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Life insurance truly is a multipurpose solution. Savvy financial…
3 Mark Financial Blog

This is the ultimate closing technique

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When I was a very young sales associate, one of my trainers tried…
3 Mark Financial Blog

Do you have a personal pension plan?

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As widely reported in recent years, the number of U.S. workers…
3 Mark Financial Blog

Watch Out for ERISAfication of All Retirement Money, Experts Warn IRI

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Legal experts with retirement plan companies and broker-dealers…
3 Mark Financial Blog

Annuities: 4 Ways to Reach More, Sell More

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Based on recent Deloitte research, insurers should be doing these…
3 Mark Financial Blog

The 3 Most Important Money Lessons My Dad Taught Me

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Many of our financial dos and don'ts are instilled by parents…