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 →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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