Mark D. Graham in

Mark D. Graham

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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.

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

How Mark shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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

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Education
Education details unavailable
Houston Christian University
Business
Houston Christian University
Bachelor of Business Administration
American InterContinental University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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