3 Mark Financial

3 Mark Financial 3 Mark Financial, Inc. is an independent marketing organization dedicated to enhancing the success of the insurance and financial services professionals.

3 Mark was founded in 1985 by Jerrell G. Clay, CLU, a long-time independent producer with a career in sales and sales management in the life insurance industry. Prior to creating 3 Mark through the acquisition of several smaller marketing organizations throughout the country, Mr. Clay founded and ran a successful marketing company in Houston, TX.

09/01/2026

Think Bigger. Think Global. With 25.3 million high-net-worth indivuals wordwide representing $98.3 trillion in wealth, the oppportunity is too big to overlook.

View the Symetra Carrier Spotlight dated August 29, 2026.

With 25.3 million high-net-worth indivuals wordwide representing $98.3 trillion in wealth, the oppportunity is too big to overlook. View the Symetra Carrier Spotlight dated August 29, 2026.

08/28/2026

August 26 edition of Producer Essentials View the August 26 edition of Producer Essentials.

View the August 26 edition of Producer Essentials.

08/24/2026

More capacity for your larger life cases Bigger cases. More Capacity. More Confidence.

View the Securian Financial Carrier Spotlight dated August 22, 2026.

Bigger cases. More Capacity. More Confidence. View the Securian Financial Carrier Spotlight dated August 22, 2026.

08/21/2026

August 19 edition of Producer Essentials View the August 19 edition of Producer Essentials.

View the August 19 edition of Producer Essentials.

08/12/2026

August 12 edition of Producer Essentials View the August 12, 2026 edition of Producer Essentials.

View the August 12, 2026 edition of Producer Essentials.

08/10/2026

Looking for Fresh Ways to Position IUL with Clients? Looking for fresh ways to position Indexed Universal Life with clients?
View the Allianz Carrier Spotlight dated August 8, 2026.

Looking for fresh ways to position Indexed Universal Life with clients? View the Allianz Carrier Spotlight dated August 8, 2026.

We're proud to announce the promotion of David Royse to Chief Revenue Officer at 3 Mark Financial.Read a special message...
08/06/2026

We're proud to announce the promotion of David Royse to Chief Revenue Officer at 3 Mark Financial.

Read a special message from our President & CEO, Bill Propper, as he shares more about David's leadership, impact, and what this means for the future of 3 Mark.

It is with great pride and appreciation that I announce the promotion of David Royse to Chief Revenue Officer of 3 Mark Financial.

08/06/2026

August 5 edition of Producer Essentials View the August 5, 2026 edition of Producer Essentials.

View the August 5, 2026 edition of Producer Essentials.

08/03/2026

Earn $500 After Just 5 Policies | New Pacific Life Incentive View the Pacific life Carrier Spotlight dated August 1, 2026.

View the Pacific life Carrier Spotlight dated August 1, 2026.

08/03/2026

Webinar | SECURE Act & IRAs: Key Changes & Planning Opportunities | August 12th at 2:00 pm Central Register for the Lincoln Financial webinar dated August 12, 2026 at 2:00pm Central.

The SECURE Act fundamentally changed how inherited IRAs are taxed, and many clients still don't fully understand the impact.

Join us for a fast-paced 20-30 minute webinar as we simplify the latest rules and show you practical planning opportunities that can help clients reduce tax exposure and preserve more of their legacy.

You'll Learn:

What the elimination of the Stretch IRA means for beneficiaries
How the 10-year distribution rule impacts tax planning
The latest RMD requirements and common planning pitfalls
Where life insurance strategies can create more tax-efficient outcomes
Practical conversations to have with clients right now

Why Attend?

Most of your clients have retirement assets. The SECURE Act may have significantly changed how those assets will be taxed when

Register for the Lincoln Financial webinar dated August 12, 2026 at 2:00pm Central. The SECURE Act fundamentally changed how inherited IRAs are taxed, and many clients still don't fully understand the impact. Join us for a fast-paced 20-30 minute webinar as we simplify the latest rules and show you....

Address

1600 Highway 6, Ste 400
Sugar Land, TX
77478

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+12812692300

Website

Alerts

Be the first to know and let us send you an email when 3 Mark Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to 3 Mark Financial:

Shortcuts

Share

Category