Posts

3 Mark Financial Blog

Cash-Balance Plans Surge

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A recent favorable IRS ruling has generated some buzz on cash-balance…
3 Mark Financial Blog

Business succession planning: Look to life insurance

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If you’re looking to expand your client base and the range…
3 Mark Financial Blog

Talking Buy-Sell Reviews

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Two industry experts discuss various approaches to exit planning,…
3 Mark Financial Blog

Business, Owoners & Executive Solutions

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If a buy-sell agreement is not properly funded, there can be…
3 Mark Financial Blog

12 best practices for writing small business accounts

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Top small-business producers and other experts offer advice on…
3 Mark Financial Blog

Texas has No. 1 business climate, new survey says

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Texas is the highest-rated state in another business-climate…
3 Mark Financial Blog

The 13 Money Mistakes Most Business Owners Continue To Make

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For those who’ve beaten the odds to create a successful business,…