3 Mark Financial Blog

Indexed universal life: It’s just a great investment

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Everything we do in life involves some element of risk. Some…
3 Mark Financial Blog

Voya exec. stresses life insurance as a component of retirement security

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Framing the value of life insurance for prospects in terms of…
3 Mark Financial Blog

3Q Individual Life Premium Up 4%

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Total individual life insurance new annualized premium improved…
3 Mark Financial Blog

The perfect tax-favored investment vehicle

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Today’s investors typically seek three things: safety, income…
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

If client tests positive, the next step is yours

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A new blood test being developed to identify the likely onset…
3 Mark Financial Blog

Whole life insurance coverage may be worth the higher cost

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The supposed life insurance “rule” that you should purchase…
3 Mark Financial Blog

8 great takeaways from NAILBA 33

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At NAILBA 33, speakers and attendees exchanged information that…
3 Mark Financial Blog

NAILBA 33: 5 funding options for LTCI

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At NAILBA 33, I had the chance to hear Andrew Bucklee discuss…
3 Mark Financial Blog

AIG jumps in with longevity annuity for IRAs

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Well, the IRS changed the rules and AIG responded. In fact, it…