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.
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.
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.
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.
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.
Your business is ready to run. Partnering with 3 Mark is putting the wind behind you. Our relationships, our expertise, your growth.
Register for the Stream webinar dated January 14, 2026 at 2:00 pm Central. The Stream Plan is an innovative premium finance strategy that helps clients accumulate large pools of tax-free income using other people’s money — while eliminating many of the traditional pain points often associated with premium finance. During this session, we’ll cover: Origin of […]
3 Mark Financial, Inc. believes in giving back to the community.
On Saturday October 22nd, 2016 from 8:00 am to 12:00 pm a large group of our employees and their families met at the Houston Food Bank and packed backpacks for families in need. We helped the Houston Food Bank sort, process and pack food. It was a fun and rewarding service opportunity! 3 Mark Financial […]
RIA Scrutiny Intensifies
By Michael Wursthorn – WSJ RIAs under the microscope. In response to a boom in the number registered investment advisers, or RIAs, the Securities and Exchange Commission has boosted by 20% the number of examiners assigned to monitoring wealth-management firms and investment companies. The latest move comes as more commission-based brokers are opting to instead give […]
Kids Are Master Manipulators. So Use Game Theory Against Them
KIDS ARE MASTER manipulators. They play up their charms, pit adults against one another, and engage in loud, public wailing. Read More