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Archive for category: uncategorized

Xrae Insurance Financial Serivces Underwriting Maintenance

Leaving a legacy: How to leverage tax savings to make the most of your IRA

May 26, 2015
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If you are someone who has been financially successful enough…
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AIG / 3 Mark Financial

Live Longer, Retire Stronger

May 21, 2015
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See what Rod Rishel says about protecting consumers from financial…
https://3mark.com/wp-content/uploads/AIG.jpg 90 147 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-21 13:30:092015-05-21 13:30:09Live Longer, Retire Stronger
Xrae Insurance Financial Serivces Underwriting Maintenance

John Hancock Goes For The Consumer Wellness Data

May 21, 2015
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John Hancock earlier this month released with great fanfare a…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-21 12:00:002015-05-21 12:00:00John Hancock Goes For The Consumer Wellness Data
Xrae Insurance Financial Serivces Underwriting Maintenance

Delaying RMDs for a Business-Owning Client

May 20, 2015
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The man was a small-business owner, who despite being in his…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-20 08:02:182015-05-20 08:02:18Delaying RMDs for a Business-Owning Client
Xrae Insurance Financial Serivces Underwriting Maintenance

Fewer Retirees Start Social Security at Age 62

May 20, 2015
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If you plan to delay claiming Social Security benefits beyond…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-20 07:47:502015-05-20 07:47:50Fewer Retirees Start Social Security at Age 62
Xrae Insurance Financial Serivces Underwriting Maintenance

Planning opportunities on a client’s 1040: deductions

May 16, 2015
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In the first post in this three-part Under the Hood series,…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-16 11:17:002015-05-16 11:17:00Planning opportunities on a client’s 1040: deductions
Xrae Insurance Financial Serivces Underwriting Maintenance

How to review IRS Form 1040, line by line

May 15, 2015
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Considering the tax increases we’ve witnessed during the past…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-15 11:15:232015-05-15 11:15:23How to review IRS Form 1040, line by line
Xrae Insurance Financial Serivces Underwriting Maintenance

XRAE Maintenance

May 15, 2015
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We need to extend the normal maintenance window for XRAE during…
https://3mark.com/wp-content/uploads/02J36210-e1411245749393.jpg 1794 3450 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-15 09:57:522015-05-15 09:57:52XRAE Maintenance
Xrae Insurance Financial Serivces Underwriting Maintenance

Lincoln Announces Lincoln WealthAdvantage IUL

May 14, 2015
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Lincoln WealthAdvantage® Indexed UL (IUL) is an indexed universal…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-14 10:11:102015-05-14 10:11:10Lincoln Announces Lincoln WealthAdvantage IUL
Xrae Insurance Financial Serivces Underwriting Maintenance

Life Insurers Challenged By Competitive Landscape

May 14, 2015
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ARLINGTON, Va.--(BUSINESS WIRE)-- Chief financial officers (CFOs)…
https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png 0 0 Bryan Propper https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Bryan Propper2015-05-14 09:55:092015-05-14 09:55:09Life Insurers Challenged By Competitive Landscape
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