Mitchell Trager

LifeMark Partners, Inc. provides insurance solutions and services. Its services include premium financing, multi-cultural marketing, special needs planning, performance evaluation, legacy planning, and retirement planning. The firm partners with retail insurance channels, national and regional broker dealers, and banks that serve the wealth management products. The company is headquartered in Baltimore, MD.

Life Plans Unlimited operates as insurance agency which specializes in marketing individual life insurance, annuities and long term care coverage. The company was founded in 1969 and is headquartered in Fairfield, CT.

Financial Services Co. provides financial services. The company is headquartered in Saudi Arabia.

Part of Finseca, National Association of Independent Life Brokerage Agencies operates a national association of life, health, and annuity insurance distributors. The company is based in Fairfax, VA. National Association of Independent Life Brokerage Agencies was acquired by Finseca on May 20, 2022. Dan LaBert has been the CEO of the company since 2017.

Butensky & Cohen Financial Security, Inc. (dba B&C Financial Advisors) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was co-founded by Jan D. Butensky and Allan A. Cohen in 1994. B&C Financial Advisors provides investment management and financial planning services to individual and institutional clients.