3 Mark Financial Blog

Planning opportunities on a client’s 1040: deductions

/
In the first post in this three-part Under the Hood series,…
3 Mark Financial Blog

How to review IRS Form 1040, line by line

/
Considering the tax increases we’ve witnessed during the past…
3 Mark Financial Blog

XRAE Maintenance

/
We need to extend the normal maintenance window for XRAE during…
3 Mark Financial Blog

Lincoln Announces Lincoln WealthAdvantage IUL

/
Lincoln WealthAdvantage® Indexed UL (IUL) is an indexed universal…
3 Mark Financial Blog

Life Insurers Challenged By Competitive Landscape

/
ARLINGTON, Va.--(BUSINESS WIRE)-- Chief financial officers (CFOs)…
3 Mark Financial Blog

In the Loop – May 13, 2015

/
In the Loop Newsletter - May 13, 2015: Upcoming Webinar on May…
3 Mark Financial Blog

May 13, 2015 – John Hancock – Life Insurnce with Vitality

/
Recorded webinar: Life Insurance with Vitality Bruce C. Alfredson,…
3 Mark Financial Blog

Do you know these 13 annuity terms?

/
Annuities are complex products designed to meet a number of complex…
3 Mark Financial Blog

Using fixed indexed annuities for retirement income

/
As advisors and clients continue to search for reliable retirement…
3 Mark Financial Blog

AALU: Life industry facing a ‘bloody battle’ over DOL’s fiduciary rule

/
Washington — At the AALU's closing general session on Tuesday,…