Every registered representative, investment advisor, financial planner, and insurance agent, has earned the right to work in this incredible industry where we have the opportunity to help our family, friends, and other clients prepare for various life changing events. Whether it is saving for college, buying a house, retirement, protecting against disability, or preparing for loved ones after death, we are all charged with very serious responsibilities.
I am very proud of the services provided through LifeMark and the common sense approach we use when it comes to supervision and compliance. Since inception, LifeMark has always let integrity be its compass.
LifeMark puts the clients' interests first. We have made many decisions over the years, though unpopular and costly they were always in the clients' best interest. While many firms may claim to operate with integrity, LifeMark backs it up. For example, LifeMark does not require its clients to enter into a Pre-Dispute Arbitration Agreement. Requiring such an agreement is common practice in the industry, utilized to restrict a client's dispute resolution options to arbitration as opposed to allowing a client to choose a different venue such as litigating a dispute. At LifeMark, we are confident in the business we do. We see no need, nor benefit, to limit our clients in such a manner.
LifeMark is a right-minded firm and it is a pleasure to work with the fine men and women who call LifeMark their home.