BALTIMORE, July 10, 2018 /PRNewswire/ -- LifeMark Partners, Inc., one of the nation's largest independent national insurance marketing organizations, announced its new board members today, Derek E. Archey, CFP®, AALU, ALMI®, vice president of Comprehensive Planning, and Gonzalo M. Garcia, CLU®, partner at AgencyONE Insurance Marketing Group, LLC.They will both serve four-year terms.
"Both Derek and Gonzalo have been great contributors to LifeMark and to the industry consistently demonstrating their insurance business acumen," said William Shelow, CLU®, ChFC®, CPCU®, LLIF, president and chief executive officer, LifeMark Partners. "On the LifeMark Partners Board we focus on strategic differentiation and best practices impact and we welcome their input and insight in their new roles. It is my pleasure to welcome them to the Board."
Derek E. Archey, CFP®, AALU, ALMI®
Derek E. Archey, CFP®, AALU, ALMI®, is owner and insurance consultant of Comprehensive Planning, an independent brokerage general agency dedicated to providing collaborative planning solutions for client's insurance needs. Archey is responsible for and works closely with financial services firms and independent broker-dealers specializing in wealth transfer, retirement and business succession planning. He works closely with advisors from firms such as Morgan Stanley, Smith Barney, UBS Financial Services, LPL, SIGMA Financial and Wells Fargo Advisors.
In June of 1996, Archey began his career with Bloomberg LP in New York where he worked with professionals at all levels of the financial services industry. In 1999, he joined Comprehensive Planning in Troy, Michigan, and helped the firm grow from a Transamerica branch office into a competitive independent brokerage general agency. Currently, he is one of Comprehensive Planning's principals as well as a past president of NAIFA Greater Detroit. Archey holds a life and health insurance license, FINRA Series 6 and 63, and is a CERTIFIED FINANCIAL PLANNERTM (CFP®). He is a graduate of Rutgers University earning a B.S. in management.
Gonzalo M. Garcia, CLU®
Gonzalo M. Garcia, CLU®, is a partner at AgencyONE, a boutique life insurance brokerage general agency specializing in high-net-worth underwriting advocacy, advanced planning and product proficiency. He is responsible for sales support and advanced markets. Garcia started his career in 1982 and joined current partners, Ed Leisher and Dennis Bartosin, in 1992 at The Potomac Group in Bethesda, Maryland, helping grow the business until its sale to The BISYS Group (now Crump Life Insurance Services), in 1998. He stayed with BISYS holding several senior positions, ultimately ascending to executive vice president and a key member of the senior management team before his departure in 2007. Prior to joining AgencyONE, he spent two years with Credit Suisse as a managing director in the fixed income division's life finance group, where he managed insurance company relations for the group.
Garcia is an active member of numerous industry organizations, including The Association for Advanced Life Underwriting (AALU), serving as co-chair on the brokerage and independent distribution task force and a member of the AALU diversity committee, and The Forum400, serving on the membership committee, the program committee and former chair of the industry partner committee. He is also a founding member of The Brokerage General Agency Advisory Council for Prudential Life Insurance Company and a member of The National Association of Independent Brokerage Agencies (NAILBA) and The Society of Financial Service Professionals (FSP). Garcia is a regular speaker at industry conferences including The Forum400, The Association of Home Office Underwriters (AHOU) and The Life Insurance Management Research Association (LIMRA). Garcia attended Rice University graduating with a Bachelor of Arts degree in Management Studies and Psychology and received an MBA from The College of Insurance (now St. John's University).
"Both Derek and Gonzalo have been entrenched in the insurance business for many years and with the experience they have garnered, I am confident they will both be great additions," said Mark Rosen, chairman of the board. "With their vast experience, industry-leading knowledge, and impressive track records for business success, we look forward to benefiting from their valuable insight and input. I am looking forward to working with them both."
About LifeMark Partners, Inc.
LifeMark Partners exists to leverage partner, carrier and industry resources and expertise to enhance and expand life insurance distribution for the benefit of all stakeholders. As an independent insurance marketing organization, LifeMark is dedicated to the ongoing development and enhancement of BGA partner resources to help undeniably differentiate partner agencies from the competition. Affiliates benefit from some of the most robust service offerings in the market today, including expansive underwriting capabilities, advanced case design support, sales and product benchmarking tools, and turnkey sales and marketing systems. At its core, LifeMark Partners was founded as a study group more than 40 years ago and is celebrating more than 20 years as a leading IMO. This foundation provides a unique opportunity to form strategic alliances and share best practices for partners to grow their agencies together through regular training, networking and educational opportunities. With unparalleled partnership, expertise and access to these industry-leading resources, LifeMark Partners provides affiliates The strength of many. The power of one. To learn more about the qualifications necessary to become a LifeMark partner, visit www.LifeMarkPartners.com or call 410.837.3022.