Testimonials
  • “In 2014, all of the pieces were coming together for our firm to become a Brokerage General Agency, and we needed to find an IMO partner. We did our homework and had conversations with quite a few marketing organizations. LifeMark stood out, and the decision became obvious.

    The team of individuals supporting the LifeMark Partners organization was authentic, had energy, and communicated a sincere commitment to helping us grow. We found LifeMark held a great reputation with the carriers as a group professionals doing business the ‘right’ way.

    Fast forward a year, and I am happy to report our experience has exceeded expectations. We are growing, excited about the trajectory of our future, and have enjoyed the opportunity to meet and get to know other LifeMark Partner firms. The community of sharing and camaraderie within the group is wonderful. We strongly recommend LifeMark!”


    - Troy Woods
         
  • “Our business is so competitive, I need the most access to the best products, the best advanced marketing resources, and the best underwriting. This synergy enables the most professional advisors to serve their clients and earn the appreciation of the client’s family, estate planning team and other fiduciaries. LifeMark Partners has developed the resources to provide this total package for us and is an invaluable resource for our industry. “


    - Jon Shaw
      
  • “American Business is a relative newcomer to the LifeMark membership. The relationship has exceeded our expectations in so many ways. The other members are openly helpful and don't worry about ‘pride of authorship.’ The professionalism of the LifeMark executives and staff is evident every day. The scope of the topics and projects covered at our meetings is always challenging. I wish we joined LifeMark many years ago.

    Finally, after being referred for the umpteenth time by a friend and longtime member of LifeMark, Sam Kaufman, I met with Bill Shelow. I have made new friends in the group and also expanded our bandwidth and opportunities by brainstorming with other members. I cannot think of a finer group of insurance and business professionals in our industry. We are proud to be a member.”


    - Alan Grad