JOIN US.

Explore the benefits of joining LifeMark Partners.

We welcome forward-thinking BGA leaders – from firms big and small, established or emerging – to join our partnership. Our unparalleled expertise, innovation, and strategic relationships, along with our collaborative culture, deliver valuable resources that set our partner firms apart from the competition.

SET A COURSE FOR THE FUTURE WITH LIFEMARK

We are committed to helping our independent BGA partners drive growth, operate efficiently, and produce quality results for their advisors and clients. We bring our 40 years of history to help you navigate the ever-changing marketplace by leveraging the expertise, innovation and strategic relationship we deliver to you.

STRATEGIC RELATIONSHIPS

Established relationships with our affiliate carriers and reinsurers give our partners direct access to:

High-level contacts to facilitate the processing of complex cases

Dedicated underwriting teams
Streamlined new business processing
Invitations to exclusive training resources and events.

EXPERTISE

Expert advice sets you and your advisors apart. Our experienced team offers you access to objective, knowledgeable insights and exceptional product and case design resources such as:

LifeTrends
Dedicated Advanced Marketing Attorney and Medical Director
Extensive underwriting resources and programs

INNOVATION

Proprietary and revolutionary endeavors let our partner firms grow and share in the profitable, quality business we’ve created with innovations like our:

Partner-owned Reinsurance company
Advisor Value Program
Online Commission Reconciliation System
QuoteShop
Intelligent Spreadsheets
Cancer Guardian Program

LOOK FOR THIS SEAL, TO LEARN ABOUT

• Proprietary resource or tool developed by LifeMark for our partners or an

• Exclusive opportunity available to LifeMark Partners

HARNESS THE POWER OF LIFEMARK

We offer valuable, every-day tools and powerful resources that keep our partners a step ahead of the competition.

UNDERWRITING

PRODUCT AND CASE DESIGN

OPERATIONS

UNDERWRITING

Unrivaled knowledge and support for your underwriting needs including access to LifeMark’s own medical director, who can advocate your cases with the carrier.

PRODUCT AND CASE DESIGN

Industry-leading expertise and powerful tools in the areas of policy reviews and advanced sales, all supported by marketing collateral that can be branded for your firm.

OPERATIONS

Our proprietary online tools put critical data at your team’s fingertips, enabling them to deliver high quality case support and service.

OUR CARRIERS

We place great value in our longstanding rapport with a top-notch portfolio of carriers. These strategic relationships support your producers in the areas of life insurance, annuities, long-term care, and disability income. Our relationships open doors to high-level contacts who can help smooth the twists and turns common with large, complex cases.