One of Tennessee's Top Agents
Since 1984, Mark S. Mears has been successfully providing guidance and quality insurance products to his clients.
Mark concentrates his business career on retirement and estate planning for his clientele of high net-worth individuals, successful professionals, business owners, and retirees. His professional affiliations are membership in the National Association of Life Underwriters and Who's Who in Executives and Professionals.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.
Mark received his CLU(R) designation August 1, 2004. He has been listed in The Wall Street Journal as a member of the prestigious Million Dollar Round Table, which is recognized internationally as the standard of excellence in life insurance sales and service. Mark has the honor of being a lifetime member of the Million Dollar Round Table.
Our role is to educate and motivate clients and their advisors in addressing critical planning issues.
Please use our site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Newsletters
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Savings Accumulation
Estimate the future value of your current savings.