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.

06/17/2026

Webinar | “Mining Your Book for Hidden IUL Opportunities” | June 23 at 2:00 pm Central Register for the Mutual of Omaha webinar dated June 23, 2026 at 2:00 pm Central.

Don't let underperforming IULs stay hidden.

Many clients own IUL policies that haven't lived up to their original illustrations. The good news? Those policies may represent one of the biggest opportunities already sitting in your book.

Join Mutual of Omaha's Connor Bowman as he demonstrates how to identify aging IULs, stress test performance, and uncover policy rescue opportunities using Mutual of Omaha's Professional Advantage IUL.

You'll learn:

How to mine your book for overlooked opportunites
Which IULs deserve a second look
Common warning signs of future policy problem
A proven process for policy rescue conversations
How Professional Advantage IUL can help reposition clients

Register for the Mutual of Omaha webinar dated June 23, 2026 at 2:00 pm Central. Don't let underperforming IULs stay hidden. Many clients own IUL policies that haven't lived up to their original illustrations. The good news? Those policies may represent one of the biggest opportunities already sitti...

06/15/2026

Women Are Reshaping Wealth. Is Your Practice Ready? Are You Missing One of Your Biggest Growth Opportunities?

View the Prudential Carrier Spotlight dated June 13, 2026.

Are You Missing One of Your Biggest Growth Opportunities? View the Prudential Carrier Spotlight dated June 13, 2026.

06/11/2026

June 10 edition of producer Essentials View the June 10, 2026 edition of Producer Essentials.

View the June 10, 2026 edition of Producer Essentials.

06/11/2026

Webinar | “Put $5.50 to Work for Every $1 Your Client Contributes” | Recording Watched the The Stream Plan webinar dated June 10, 2026 at 2:00 pm Central.

What if your clients could leverage up to $5.50 for every $1 they contribute?

Join us for an eye-opening webinar with The Stream Plan and discover a unique approach that combines Indexed Universal Life with pre-packaged bank funding to help clients potentially create significantly larger retirement income and legacy benefits.

In this session you’ll learn:

How Stream’s financing structure works – without personal guarantee, collateral, or credit checks for clients
Why producers are using Stream to help high-income clients pursue larger tax-advantaged retirement income streams
How business owners, professionals, and HENRY clients may benefit from the strategy
Real-world case studies comparing self-funded IUL strategies to the Stream approach
How to identify opportunities and get started with your

Watched the The Stream Plan webinar dated June 10, 2026 at 2:00 pm Central. What if your clients could leverage up to $5.50 for every $1 they contribute? Join us for an eye-opening webinar with The Stream Plan and discover a unique approach that combines Indexed Universal Life with pre-packaged bank...

06/08/2026

A Smarter Way to Transfer Family Wealth A Bigger Legacy. Fewer Taxable Gifts.

View the Symetra Carrier Spotlight dated June 6, 2026.

A Bigger Legacy. Fewer Taxable Gifts. View the Symetra Carrier Spotlight dated June 6, 2026.

06/05/2026

June 3 edition of Producer Essentials View the June 3 edition of Producer Essentials.

View the June 3 edition of Producer Essentials.

06/04/2026

Webinar | Mastering the Mechanics of IUL | Recording Watch the Symetra webinar dated June 3, 2026.
Beyond the Illustration
Evaluating protection-based IUL for long-term performance
Join Brian Keefe from Symetra on June 3 as we take a closer look at what drives long-term IUL performance beyond the illustration.

You’ll learn:

Five key criteria to help ensure product longevity
How charges can quietly but significantly erode product efficiency
How stress testing reveals what illustrations don’t
Three actionable sales ideas you can use immediately

Watch the Symetra webinar dated June 3, 2026. Beyond the Illustration Evaluating protection-based IUL for long-term performance Join Brian Keefe from Symetra on June 3 as we take a closer look at what drives long-term IUL performance beyond the illustration. You’ll learn: Five key criteria to help...

06/03/2026

Webinar | “Put $5.50 to Work for Every $1 Your Client Contributes” | June 10 at 2:00 pm Central Register for The Stream Plan webinar dated June 10, 2026 at 2:00 pm Central.

What if your clients could leverage up to $5.50 for every $1 they contribute?

Join us for an eye-opening webinar with The Stream Plan and discover a unique approach that combines Indexed Universal Life with pre-packaged bank funding to help clients potentially create significantly larger retirement income and legacy benefits.

In this session you'll learn:

How Stream's financing structure works - without personal guarantee, collateral, or credit checks for clients
Why producers are using Stream to help high-income clients pursue larger tax-advantaged retirement income streams
How business owners, professionals, and HENRY clients may benefit from the strategy
Real-world case studies comparing self-funded IUL strategies to the Stream approach
How to identify opportunities and get

Register for The Stream Plan webinar dated June 10, 2026 at 2:00 pm Central. What if your clients could leverage up to $5.50 for every $1 they contribute? Join us for an eye-opening webinar with The Stream Plan and discover a unique approach that combines Indexed Universal Life with pre-packaged ban...

06/03/2026

June 3 edition of Producer Essentials View the June 3, 2026 edition of Producer Essentials.

View the June 3, 2026 edition of Producer Essentials.

06/01/2026

Lose 20%. Need 25%. Here’s Why It Matters. A powerful vision to help clients understand downside protection and the value of indexed strategies.

View the Columbus Life Carrier Spotlight dated May 30, 2026.

A powerful vision to help clients understand downside protection and the value of indexed strategies. View the Columbus Life Carrier Spotlight dated May 30, 2026.

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

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