https://3mark.com/wp-content/uploads/Legal-General-Logo.jpg180300Russell Katzhttps://3mark.com/wp-content/uploads/Logo-1.pngRussell Katz2023-06-06 08:17:592023-06-06 08:17:59Get awkward with your clients…
Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 are expected to sunset on January 1, 2026. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 essentially eliminated the “stretch-IRA.” This could mean a potential increase in taxes for your clients. Join Securian Financial with Advanced Sales Director Channing Schmidt […]
https://3mark.com/wp-content/uploads/Securian-Logo-1.jpg180300Russell Katzhttps://3mark.com/wp-content/uploads/Logo-1.pngRussell Katz2023-05-24 08:37:562023-05-24 08:37:56Webinar | The Tax Efficient Legacy | May 31 at 3:00 pm Central
Register for the Allianz webinar dated May 24, 2023 at 3:00 pm Central. In this session, we will cover: Who is defined as middle market Positioning IUL Target demographic How to have the conversation Data points from a study done of middle Americans Case studies College funding Supplemental income How IUL is an under-utilized tool […]
https://3mark.com/wp-content/uploads/Allianz-Logo.jpg180300Russell Katzhttps://3mark.com/wp-content/uploads/Logo-1.pngRussell Katz2023-05-18 07:54:492023-05-18 07:54:49Webinar | Start from the Middle: Explore the untapped middle market
3 Mark Financial, Inc. 1600 Highway 6 Ste 400
Sugar Land, TX 77478 281.269.2300 888.533.6275
June 7 edition of Producer Essentials
View the June 7, 2023 edition of Producer Essentials.
Get awkward with your clients…
View the Legal & General Carrier Spotlight dated June 6, 2023.
May 31 edition of Producer Essentials
View the May 31, 2023 edition of Producer Essentials.