Principal
Core Focus Areas:
- Succession and Wealth Transfer Strategies
- BOLI, ICOLI, CUOLI
- Buy-Sell Funding
- SERPs
- Premium Financing
Mark has over 40 years of expertise and insight in the insurance and final services industries.
During Mark’s career, he has earned the right to do business with over 2000 Private and Public Corporations and has helped over 10,0000 individuals and families with their financial needs.
Mark was a “Top Ten” Producer for 15 consecutive years and achieved “Hall of Fame” status with New England Financial at the age of 29. As a past member of the Association of Life Underwriters, the National Association of Life Underwriters and Cleveland Association of Life Underwriters, Mark has spoken at various national conventions and seminars, and is the author of several industry articles and 2 books.
Mark was previously a National Association of Securities Dealers General Securities Representative, UniformSecurities Agent holding a series 6 and 63 license and is presently life and annuity licensed. Mark holds a B.S. in Business from Miami University of Ohio and earned his CLU and ChFC certifications from the American College.