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3 Mark Financial Blog

Brokers handling IRAs face tougher rules under Obama-backed plan

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(Bloomberg) -- Brokers and insurance agents providing retirement-savings…
3 Mark Financial Blog

Indexed annuity sales break previous record by 21%

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Forty-nine indexed annuity carriers participated in the 70th…
3 Mark Financial Blog

QLAC – Qualifying Longevity Annuity Contract

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A QLAC allows clients to defer taking required minimum distributions…
3 Mark Financial Blog

6 things advisors should know about QLACs

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In July 2014, the IRS released final regulations on QLACs, or…