uncategorized - 3 Mark Financial

March 6, 2015

Naming who should get the life insurance money after you die…

March 2, 2015

There's nothing your clients can do to erase evidence of a lifetime…

February 26, 2015

A recent favorable IRS ruling has generated some buzz on cash-balance…

February 24, 2015

With both Guaranteed Universal Life and Guaranteed Universal…

February 24, 2015

A QLAC allows clients to defer taking required minimum distributions…

February 24, 2015

See the details based on a study of AXA Equitable and 22 competitors.…

February 23, 2015

Very little in the U.S. tax code draws the ire of taxpayers and…

January 16, 2015

The '80s were filled with great agent confrontations, which in…

January 15, 2015

Brokers’ lives are (hopefully) about to get a little easier. President…

January 14, 2015

In July 2014, the IRS released final regulations on QLACs, or…