Posts

3 Mark Financial Blog

The $99 Legacy

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How often do you meet with a client or potential client and the…
3 Mark Financial Blog

How to avoid the cardinal sin of selling

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What is the worst way to open a sales conversation, meeting,…
3 Mark Financial Blog

The 5 best closing lines

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Closing lines: They can be a little cheesy, sometimes unnecessary…
3 Mark Financial Blog

LIMRA: Knowledge Of Annuities Boosts Ownership

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WINDSOR, Conn., Oct. 22, 2014 — A new LIMRA Secure Retirement…
3 Mark Financial Blog

There’s More To Business Life Insurance Than The Claims It Pays

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Although my career in financial services has been varied, life…
3 Mark Financial Blog

5 common whole life myths, debunked

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Whole life insurance provides a broad range of financial benefits,…
3 Mark Financial Blog

September 10, 2014 – Symetra

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Life Insurance as an Asset Class - SYMETRA - Presenters: Jeff…
3 Mark Financial Blog

Your Options for Required IRA Distributions

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The Timing of Your First Withdrawal Can Have Tax Consequences …
3 Mark Financial Blog

Henry Klosowski, on The Hazards of Unequal Inheritance

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When high-net-worth clients sit down with me to discuss distribution…
3 Mark Financial Blog

Tax-Smart Philanthropy Made Easy

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Many Donors Should Consider a 'Charitable Gift Trust' or 'Donor…