BALTIMORE, January 4, 2017 –LifeMark Partners, Inc., one of the nation’s largest independent national insurance marketing organizations, has added a new Broker General Agent (BGA) partner, Colorado Brokerage Group, LLC, a privately owned wholesale financial services organization based in Denver. This new addition now makes an impressive 38 BGA partners for LifeMark.
“Colorado Brokerage Group is a fantastic agency, one we are excited to reintroduce to our partnership. They have a great reputation and always put their clients first, something we at LifeMark value and a philosophy we hold strongly,” said William Shelow, CLU, ChFC, CPCU, LLIF, president and chief executive officer, LifeMark Partners.
“We pride ourselves on simplifying the life insurance sales process for financial advisors. This is accomplished by making everything from the case design process, the underwriting process and the delivery process as easy and uncomplicated as possible. By partnering with LifeMark, we can now make these processes even easier for our advisors, and we look forward to reintroducing our clients to LifeMark’s resources and helping them continue to grow and improve their business,” said John McWilliams, CLU, president of Colorado Brokerage Group, LLC. “And I should know—I worked with LifeMark for over 12 years previously and realize just how much easier they make it for us to work with our clients.”
LifeMark Partners works to provide affiliated brokerage general agencies with the partnership, expertise and access to industry-leading resources needed to enhance their life insurance distribution and grow their agencies. This includes the most expansive underwriting resources in the industry, providing access to the Swiss Re and Hanover Re underwriting manuals, a medical director and exclusive reinsurance programs to help place jumbo capacity and more difficult cases. Advanced marketing and sales support, product knowledge and case design, and ongoing educational and training opportunities round out the service offerings provided to partner BGAs. LifeMark recognizes that its greatest asset is the intellectual capital of its partner agencies, which represent the best in class in brokerage, and the company places a significant focus on collaboration and sharing of best practices.
Colorado Brokerage Group, LLC is a full service, consultative boutique life insurance general agency in Denver, Colorado who works with financial consultants. With a uniquely skilled, tight-knit staff every client becomes part of the CBG team who are solely dedicated to helping client’s grow their business. Offering exclusive marketing and product support through point of sale and underwriting assistance, CBG is a partner every step of the way to its affiliated agents. CBG helps its financial advisors secure their client relationships – for more information visit www.coloradobrokerage.com or call 303.321-0565.
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.
- Small businesses big winner with reinstatement of Health Reimbursement Arrangements
- Insuretech startups Hippo, Lemonade on the attack against agents who sell homeowners coverage in California
- 4 industry trends to watch for in 2017
- Shopping up, enrollment channels shift for Medicare Part D as more consumers rely on brokers
- Why companies can’t get marketing right
- Optimism rebounding among independent P&C agencies; leads to aggressive growth plans in 2017
- Lessons from the U.K.’s bold new retirement initiatives
- Annual review of client needs only makes sense