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LIFEMARK SERVICES AGREEMENT

We provide our representatives with all of these fundamental elements as part of our services agreement.

Technology

Technology

Cloud based services for all aspects of the financial services professional.

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E&O

E&O

Top of the line E&O including cyber security coverage.

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Development

Development

Fully paid for professional designations.

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Branding

Branding

LifeMark and duel branded stationary for the hybrid advisor.

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Compensation

Compensation

Flexible planning fees. Advisory paid monthly. Commissions paid weekly.

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