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  • Strength
    Experience
    Innovation
 
WHAT WE DO
 
PLAN

The cornerstone of a successful financial practice depends on the ability to deliver objective and personalized financial planning services.

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ADVISE

LifeMark's Corporate RIA provides programs ranging from sophisticated global allocation to innovative alternative investment approaches.

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PROTECT

Flexibility in product offerings with access to variable and fixed insurance products, underwriting expertise, creative case design, and education.

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INVEST

A comprehensive menu of investment products including Mutual Funds, Annuities, General Securities, and Alternative Investments.

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We provide "A Better Way" for financial service

As a trusted advisor, LifeMark serves its clients honorably and with distinction.

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Benefits and Features

 

The independent representative plays a vital role in financial services that cannot be provided by captive broker/dealers. LifeMark does not offer Proprietary Products but can help develop a Proprietary Process.

Why LifeMark

Experience

First name basis. Executive team with 100+ years of collective experience.
 

Accessible

No phone trees. Dedicated transition and service professionals.
 

Support

Hybrid model catering to the independent financial practitioner.

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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  • I made the mistake of leaving LifeMark and moving to an Insurance Company's B/D.The experience was dreadful! Everyone I deal with at LifeMark, whether it concern commissions, compliance, or technology, is a true professional and genuinely concerned with addressing my questions. I'm happy to be back.

    JOSEPH

  • I encourage everyone to take a look at working with a producer-friendly broker/dealer...
    LifeMark Securities Corp.

    MICHAEL

  • LifeMark Securities Corp. has helped me increase my AUM by over 60% in the first year of my affiliation with them. From the back office trading support to timely marketing approvals and technology support, there is little to distract your focus on building your business.

    LINDA

  • I have been in financial services for 24 years, and the GFS training provided by LifeMark is simply the best lesson I have ever had so far. As a licensed financial professional, I believe that leadership, stewardship, and fiduciary framework are not only crucial in carrying out our obligations, duties, and responsibilities to our clients, but also help us to improve ourselves in realizing our purposes and being passionate about what we do.

    EDWARD

  • In the short time I've been with LifeMark it's become clear that the leadership is passionate about providing the knowledge and resources for representatives to be successful, and more importantly, they are good people. It further solidifies that I've partnered with a like-minded organization and I'm excited for the future.

    DEREK