3 Mark Financial Blog

Today’s Rising Annuity Stars: Non-GLBs, Income Annuities

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ARLINGTON, Va. – The way the individual annuity market is shaping…
3 Mark Financial Blog

Brokers handling IRAs face tougher rules under Obama-backed plan

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(Bloomberg) -- Brokers and insurance agents providing retirement-savings…
3 Mark Financial Blog

What a spreadsheet won’t tell you about selling life insurance

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Spreadsheets are one of an advisor’s most useful tools. They…
3 Mark Financial Blog

Genworth said to seek buyers for GLAIC Life, annuity unit

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(Bloomberg) -- Genworth Financial Inc., the insurer weighing…
3 Mark Financial Blog

Are you blind to the status quo?

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“What’s one thing that’s obvious to you but that most others…
3 Mark Financial Blog

Do you know these Social Security facts?

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If you’re an advisor selling to the boomer and senior markets,…
3 Mark Financial Blog

Are They False Sales Objections? – You’d Better Find Out Fast!

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In our sales training courses, we explain how some prospects…
3 Mark Financial Blog

2 ways to help protect non-U.S. spouses from estate tax liability

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The estate tax laws differ for U.S. citizens vs. non-U.S. citizens.…
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…