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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

Sept 28, 2016 Symetra- IRA Maximization Strategies

September 29, 2016

Recorded webinar: Symetra

Vanguard’s John Bogle: Ready or not, an expanded fiduciary rule is coming

September 28, 2016

The new rule represents an important reflection of regulatory thrust underscored by consumerism. Read More

Happy Anniversary, 101(j)

September 24, 2016

Welcome to the Advanced Markets Minute in audio form. Today’s article is called “Happy anniversary 101(j)” Tax Code section 101(j) applies to employer owned life insurance policies. The most common employer owned policy situations are key employee, entity buy sell and deferred compensation. The statute’s opening language sounded very dramatic: the death benefit on an […]

Webinar | “Mining Your Book for Hidden IUL Opportunities” | June 23 at 2:00 pm Central

June 17, 2026

Register for the Mutual of Omaha webinar dated June 23, 2026 at 2:00 pm Central. Don’t let underperforming IULs stay hidden. Many clients own IUL policies that haven’t lived up to their original illustrations. The good news? Those policies may represent one of the biggest opportunities already sitting in your book. Join Mutual of Omaha’s […]

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

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

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