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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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.