2023 Conference & AGM
Mark Lawrence, CRM, RRC, CLU
President, Customized Insurance Strategies
Mark Lawrence, founder and President of Customized Insurance Strategies, works with top-tier advisors in the high-net worth insurance market. With over 35 years of experience in the insurance industry, and 15+ years specializing in the HNW market, Mark has extensive expertise working on complex customized cases to meet specific clients needs and their tax advisor’s needs. He is independent and does not represent any one provider.
He works with Corporate and Personal situations and can show how the customized life insurance \ LB solution can pay the future tax bill, reduce overall taxes and lift the estate.
Mark is a CLU and also holds a risk management designation and a retirement consultant designation.
Speaking at the Conference
- Monday, May 8 @ 11:00 am – 12:00 pm ET
Corporate asset transfer with optimized accessing of assets