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!
3 Mark Financial Recognized as a Silver Certified iGO Distributor for 2015
Thanks to the support of our affiliates and agents 3 Mark Financial’s iGO submissions increased nearly 50% in 2014 resulting in the awarding of the Silver Certified iGO Distributor certification. Our goal for 2015 is to pick up the pace and earn the gold certification next year. If you have not yet tried electronic processing […]
SmartOffice: A fully integrated CRM and Agency Management System
The success of your agency depends on your organization’s ability to drive continued growth by managing new business, servicing your existing clients, managing operations, and identifying new markets. To achieve these goals, you need business systems designed to address your specialized needs. Click here to learn more about SmartOffice.
Life insurance adds diversity and underappreciated benefits to retirement planning
Planning for retirement can be a struggle at any income level. For many, the challenge is simply to ensure that the money won’t run out, so that they can enjoy their “golden years” without worrying constantly whether they have enough funds to cover expected living and medical expenses, and still be able to leave something […]