Don Marks MS, CLTC, LACP, Retirement Planning for Corporate Professionals

03/25/2026

I am proud to share that I have qualified for the Million Dollar Round Table (MDRT) for the fifth consecutive year. This year I also achieved Court of the Table status – an elevated level of distinction within MDRT that reflects my continued commitment to serving my clients at the highest standard.

MDRT was founded in 1927 and represents approximately one percent of the world’s leading life insurance and financial services professionals from more than 700 companies in 80 nations. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services businesses.

03/23/2026

Caring for an aging loved one is one of life’s most meaningful acts of love, but it can also bring complex financial decisions that impact your own future.
Whether you’re supporting a parent today or preparing for the road ahead, proactive planning can help you protect your financial wellbeing while ensuring your loved one receives the care they deserve. Read this article to explore practical strategies for balancing compassion and financial confidence. https://bit.ly/47kcviB

12/16/2025

I’m grateful and proud to be among the fewer than 5% of New York Life agents and financial advisors who qualified for President’s Council. The annual Council meeting in La Quinta, CA was an inspiring opportunity to learn and grow. Thank you to my clients for your continued trust—I remain dedicated to earning it every day.

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12/11/2025

Wealth transfer is about more than passing on assets. It’s about preparing the next generation to manage them wisely.
With the largest transfer of wealth in history underway, families who plan early and communicate openly are better positioned to preserve both their assets and their intentions. This article explores how proactive planning and next-generation engagement can help sustain your family’s financial legacy for years to come.

Read the article: https://bit.ly/4rSsInG

12/09/2025

Make Your Smartest Year-End Financial Moves
Big tax changes are coming — are you prepared? Join New York Life and industry expert Greg Holmgren, for a focused live seminar on the key decisions to consider before December 31.

He’ll break down gifting strategies, RMD timing, and how upcoming tax rules could impact your short- and long-term plans. Walk away with clear, practical tips you can use right away.

Date: December 11, 2025
Time: 3 p.m. EST | 2 p.m. CST | 1 p.m. MST | 12 p.m. PST | 11 a.m. AKST | 10 a.m. HST
RSVP: Register now: https://bit.ly/3KRiOBY
Registration Code: 118032

Reserve your spot today and finish the year with confidence.

12/02/2025

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

11/27/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

11/24/2025

Did you know that 2026 will mark the 172nd consecutive year New York Life has paid a dividend to eligible participating whole life policyowners? Best of all, it will be the largest dividend payout ever declared by our company.

11/06/2025

Retirement is a new chapter that still needs a plan.

Reaching retirement is an incredible milestone. You’ve built a life that reflects your values, and now it is about protecting and enjoying it.

Your retirement years, however, are not the end of planning. They mark a new chapter that calls for flexibility and focus.

This Financial Planning Checklist for Retirees can help you stay proactive about your finances, review your goals, and adjust your plan as life evolves. A thoughtful approach can help ensure your wealth continues to support both your lifestyle and your legacy.

Enjoy the life you have worked hard to build with confidence.
https://bit.ly/491AfcT

11/03/2025

The right plan now can help shape the retirement you want.

The years leading up to retirement are full of possibility and important financial choices.

You’ve worked hard to build your wealth and now it’s time to make sure it supports the life you want to live.

This Financial Planning Checklist for Pre-Retirees highlights key steps to help you prepare, including maximizing savings, creating reliable income, managing taxes, and protecting what you’ve built.

Now is the time to make the most of your peak earning years.
https://bit.ly/3LqCv3s

10/30/2025

Money doesn’t come with a roadmap, but your goals still need directions.

That’s where a financial advisor helps. Not just with investments, but with real-life planning: protecting what matters most, building confidence, and creating a clear path forward. Because wealth isn’t just what you earn. It’s what you plan for.

Ready to turn intentions into action? Let’s talk about your next step.

10/27/2025

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.