800.291.7570

LIFEMARK SERVICES AGREEMENT

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

Technology

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

E&O

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

Development

Fully paid for professional designations.

Branding

LifeMark and duel branded stationary for the hybrid advisor.

Compensation

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

LifeMark Services Agreement

There are many requirements to be licensed and registered in our industry, each with their own expenses. In addition, there are the many systems and programs that are needed to properly and adequately serve our clients, again each having their own expense. Cumulatively these costs can be quite substantial and are frequently all due at the same time. LifeMark has bundled the various registration, insurance, systems,programs, and other benefits into the LifeMark Services Agreement.

The program provides each of our representatives with their FINRA and home state registrations, E&O insurance, a client management system, an equity trading platform, a financial planning program, optical storage capabilities, online continuing education, online commission statements, and LifeMark business cards and stationery. In addition, as a strong supporter of the National Association of Insurance and Financial Advisors ("NAIFA"), LifeMark will pay for its representatives' membership in this federation.

Technology

Investigo – CRM/account aggregation/custom reporting/optical storage/client access

Wealthscape – client management/trade execution/money management/client Access

Adhesion – RIA proposal generator/custom allocation builder/automatic rebalancing/tax overlay/client access

Money Guide Pro – financial planning/client meeting presentations/account aggregation/client access

Adobe Acrobat Sign – open architecture electronic signature overlay system

Microsoft Office Suite – apps and services to kickstart your business

E&O

Protect and preserve your practice
Professional guidance on handling a claim
Provides resources to protect clients should a mistake occur
Low deductible applied as a result of LifeMark’s ethical approach and limited claims experience

Development

Sales Training Education and Reimbursement Program

LifeMark recognizes the importance of professional development and the key role growth and education play in fostering quality client relationships. To support that goal, LifeMark provides a reimbursement program for advisors seeking professional designations through our professional development program.

Advance Industry Knowledge
Elevate Professional Credibility and Visibility
Improve Proficiency
Strengthen Your Practice

Branding

Personalized stationery
Customized Online Profile

Compensation

Payroll processed and paid weekly
Advisory fees billed monthly ahead
Detailed compensation information online

800.291.7570