3 Mark Financial Blog

If client tests positive, the next step is yours

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A new blood test being developed to identify the likely onset…
3 Mark Financial Blog

Whole life insurance coverage may be worth the higher cost

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The supposed life insurance “rule” that you should purchase…
3 Mark Financial Blog

8 great takeaways from NAILBA 33

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At NAILBA 33, speakers and attendees exchanged information that…
3 Mark Financial Blog

NAILBA 33: 5 funding options for LTCI

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At NAILBA 33, I had the chance to hear Andrew Bucklee discuss…
3 Mark Financial Blog

AIG jumps in with longevity annuity for IRAs

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Well, the IRS changed the rules and AIG responded. In fact, it…
3 Mark Financial Blog

IUL Illustration Rules Clash at NAIC

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WASHINGTON — An NAIC task force wants to have a compromise…
3 Mark Financial Blog

How to Avoid Tax Disasters That Doom Finances

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We all know the tragic tale of the Titanic that ended in disaster…
3 Mark Financial Blog

IRS Commissioner Predicts Miserable 2015 Tax Filing Season

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Internal Revenue Service Commissioner John Koskinen warned that…
3 Mark Financial Blog

Your New Office

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You might be an agent or advisor who wants to adopt more technology…
3 Mark Financial Blog

The $99 Legacy

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How often do you meet with a client or potential client and the…