Mark D. Graham in

Mark D. Graham

Sharpshooter · DISC type DC
Life Settlements Advisor - Advanced Insurance Design at Life Settlements Advisor
📍 Greater Houston, United States

Mark is an Outsourced Life Settlement Advisor focused on providing advanced insurance case design for Fee-Only Advisors, CFPs, and CPAs. A graduate of The University of Texas at Austin, he operates with a strict commitment to fiduciary duty, aiming to enhance his partners client relationships.

His practice is differentiated by an appraisal process that does not require the clients identity upfront.

Read the full overview →
Experience
20 Years
Current Role
Life Settlements Advisor - Advanced Insurance Design
Location
Greater Houston, United States
Personality Overview

How Mark shows up

Fast But Analytical
Rigorous & Demanding
Thorough Evaluator

They like to act fast and expect others to do the same. They respond better to strong and respectful interactions. They are very proud of what they do.

Priorities

Topics Mark cares about

Life Settlements
He advocates for life settlements as a logical and crucial life insurance exit strategy, especially for high-net-worth clients.
Fiduciary Duty
Consistently emphasizes his commitment to fiduciary responsibility as a core differentiator, ensuring an alignment of interests with advisors and their clients.
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Career

Work history

7-2005
Life Settlements Advisor - Advanced Insurance Design
Life Settlements Advisor
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Education details unavailable
Houston Christian University
Business
Houston Christian University
Bachelor of Business Administration
American InterContinental University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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