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

08/10/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

07/31/2026

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies complementing one another. Annuities can be a key component in building reliable income within a comprehensive financial plan.

Let’s talk about solutions designed to support your long-term goals.

*McKinsey & Company, U.S. Retirement Industry Report, recent edition.

07/28/2026

What's the best piece of information about money you wish someone had shared with you after graduating from college or high school?

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question I put to a diverse group of financial experts and financial education advocates – asking them to pass along their answers to this spring....

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.

SMRU 8640931.1

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.