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Set your mark high. We’ll make sure you reach it.

3 Mark is an industry-leading, independent marketing organization dedicated to enhancing the success of producers and agency managers. Providing peerless expertise, resources, products, and support 3 Mark is positioned to elevate your revenues and extend your market reach.

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Sail, Meet Wind: The Power of 3 Mark Support

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Solve

Our strategic relationship with the nation’s leading carriers allows you to deliver a full suite of financial services to your clients. 3Mark is an innovative leader in needs and case analysis providing expert-level guidance through robust life solutions.

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Expedite

Our reputation for being able to place large or difficult cases is a testament to our accomplished team of underwriters and case managers. Our strength in numbers approach takes the burden off your shoulders.

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Develop

We share in the pursuit of your goals. We open the doors to cross-selling opportunities with P&C agencies, CPA firms, broker dealers, and other industry professionals. We’ll give you access to unparalleled expertise in sales, advanced markets, business management, and marketing strategy. Working with 3Mark is working smarter.

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Grow

Our compensation plans are tailored to each business – from the agent to the agency. We maximize your contracts and compensation across all product lines. We take pride in helping our producers achieve any financial goal they have.

Let’s grow forward.

Your business is ready to run. Partnering with 3 Mark is putting the wind behind you. Our relationships, our expertise, your growth.

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Industry News

Cash-Balance Plans Surge

February 26, 2015

A recent favorable IRS ruling has generated some buzz on cash-balance retirement plans, and advisors should expect their popularity to rocket among business-owning clients and other highly paid professionals. Click here to read more

GUL with a Guaranteed Refund Option rider

February 24, 2015

With both Guaranteed Universal Life and Guaranteed Universal Life Plus policy from Mutual of Omaha, your client receives life insurance protection that is guaranteed for a period up to their lifetime. The client also has flexible options for the future using the Guaranteed Refund Option rider – included at no additional cost. Click here to read more

QLAC – Qualifying Longevity Annuity Contract

February 24, 2015

A QLAC allows clients to defer taking required minimum distributions on a portion of their traditional IRA balance; instead of age 70½, clients can defer taking income up to age 85 on the amount designated as a QLAC. Click here to learn more

Webinar | Estate Planning Tools and Wealth Transfer Solutions | September 18 at 2:00 pm Central

September 13, 2024

Register for the Lincoln Financial Webinar dated September 18, 2024 at 2:00 pm Central. Explore advanced strategies to help your clients manage estate tax liabilities and ensure efficient wealth transfer. We’ll cover: Lincoln’s 4 Ways to Pay Estate Taxes Sales Concept: A comprehensive approach to funding estate taxes that simplifies planning for your clients. Business […]

We’ve been associates of 3 Mark Financial for nearly 20 years. During that time, we’ve found their assistance excellent. With both complex cases, and with underwriting challenges, we’ve found their team responsive, thorough, and prompt. Everyone has been easy to work with and we look forward to the next 20 years.

Keith Maurer, CLU, FLMI, ConsultantAffiliate

At the end of the day IMOs generally offer similar products and services. What sets 3 Mark apart from the others is the people. They go above and beyond and go the extra mile. From case management, underwriting, and all the way to the top (Bill Propper) – 3 Mark understands who the customer is.

Mike DwyerAffiliate

Since partnering with 3 Mark Financial in 2017, I cannot say enough good things about this organization. Being an independent affiliate marketer, it’s imperative that we have knowledgeable experienced staff on our side and that’s exactly what 3 Mark provides. They have the strength and reputation with the carriers to get things done. Having a dedicated team to handle our business provides a great value by streamlining our business and allowing us to build valuable relationships. Even though I’m independent, 3 Mark really makes you feel like you are part of their team!

Grayson MillardAffiliate

I’ve had the good fortune of working with 3 Mark for over 3 decades. The best part is in many cases I’m working with the same great people. Their competency and commitment to helping producers has always been impressive and a pleasure engage while working together to grow life production for all parties.

Jeff Taber, Regional Vice President, Columbus LifeCarrier Partner

The entire team at 3 Mark is dedicated to helping their affiliates not only succeed, but to thrive. The online platforms they offer are top notch, their staff is attentive to my needs, they offer expertise I have not found at any other BGA. Bill and his team outshine the competition. I am grateful to have them on my team.

Wendy ReichhelmAffiliate

3 Mark has been an amazing partner for Symetra since we joined the BGA distribution space. As one of our longest standing partners, we value the industry-leading support and resources they have provided to their agents to help navigate the complex industry we work in. We look forward to maintaining and growing our strong relationship with 3 Mark for a long time to come.

Brian Keefe, Regional Vice President, SymetraCarrier Partner

It has been a pleasure to partner with 3 Mark since 2014. Their team of industry professionals is second to none and has helped build our practice into what it is today. Expert product knowledge, dependable response time, underwriting prowess, and a personal touch are just a few of the benefits anyone choosing to work with them can expect. If you are looking for a place to do business that cares about you just as much as they care about your business, this is the place to be. I look forward to a continued relationship with them and am excited for what the future holds.

Robert YurAffiliate

We are proud of our long-standing relationship with 3 Mark and look forward to continue protecting families and businesses together for years to come.

Rich Bielen, Protective President and Chief Executive OfficerCarrier Partner

My experience with 3 Mark since 2016 has been nothing short of exceptional. It’s a family atmosphere, it’s easy doing business with them and their supporting staff is great from top to bottom.

Anh DoanAffiliate

3 Mark and Securian enjoy a long, fruitful relationship. Securian holds 3 Mark in high regard as one of the most ethical, purpose driven, and efficient BGAs in the country. We are proud to be a Core Carrier on the 3 Mark Platform, and look forward to doing business with you in the future.

Richard Thoma, Regional Sales Manager, SecurianCarrier Partner

We have worked with 3Mark for nearly 4 years now. We write large and complex life cases, and 3 Mark has been an essential resource for us to leverage. We see significant value with not only their platform, but their human resources that support our challenging needs. They make it easy to do business and our internal staff view them as an extension of our office. It’s a great partnership and we highly recommend them.

Kyle Gardner, CRPC, AAMS, AWMAAffiliate

3 Mark is one of my favorite offices to work with. There are a couple of reasons for this. First, the diversity of their distribution. They have agents, advisors, and other reps that can sell multiple products. This is great for us at Mutual of Omaha because of our diverse portfolio. It’s just working with the sales team to find the right distribution partners for or various business lines. Secondly, their commitment to pushing technology. The steps they have taken to increase their eApps and drop ticket is remarkable. Lastly, they are just a great team of people. They all welcome you with smiles when going into the office, just make you feel very welcome. Overall, market leading and a pleasure to work with!

Brad Coffin, Brokerage Life Sales Director, Mutual of OmahaCarrier Partner

My relationship with 3 Mark has been the most financially rewarding relationship I have had with any marketing organization in my thirty years in our business. It is the people employed by 3 Mark that are the key to my success and give me the support that grew my business. I am forever grateful to all of them. I would highly recommend 3 Mark to all that are looking to expand their life insurance business.

Stuart TuckerProducer