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.
Celebrating 40 years of innovation, driving the industry forward.
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 American National Webinar dated June 23, 2025 at 2:00 pm. American National is making bold moves—and we want you to be part of the momentum. Now backed by Brookfield Asset Management, a global leader with over $900 billion in assets under management, American National is entering a new era of scale, certainty, […]
Planning opportunities on a client’s 1040: deductions
In the first post in this three-part Under the Hood series, we explored the financial planning opportunities arising from a client’s gross income as listed on IRS Form 1040, lines 7-21. In this installment, we’ll continue our discussion with a look at the adjustments from gross income. Read more
How to review IRS Form 1040, line by line
Considering the tax increases we’ve witnessed during the past six years, it’s no surprise that millions of Americans are very concerned about the direction of tax policy, including your clients. Read more
XRAE Maintenance
We need to extend the normal maintenance window for XRAE during the following timeframes: Topic List: • May 18th 1am – 7am ET • May 19th 1am – 7am ET • May 26th 1am – 7am ET