Mark Forman @variableannuity
Husband and father of two boys. Opinions are my own. Louisville, KY Joined January 2018-
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✨NEWS: PEOPLE MOVES✨ @intention_ly announced that industry veteran @variableannuity has joined the firm as client strategy director as part of Intention.ly’s Outsourced Chief Marketing Officer service offering. businesswire.com/news/home/2024…
Extremely excited to announce I've joined the team at @intention_ly! Also, I changed my headshot on LinkedIn. It's been a while. Needed an update. businesswire.com/news/home/2024…
Saving for retirement can be an emotional experience. Join @FinkeonFinance on Wedensday, July 26 at 2PM ET to learn the science behind emotional investing. Register now: edu.retireone.com/FinkeBehaviora… #webinar #retirementplanning #retirement #economics
Join Linda Willis of CMA Consulting, business development expert Susan Danzig, and financial advisor Arthur Ambarik on Thursday, July 13 at 2PM ET. Register now: lnkd.in/ej6X6iFq #financialplanning #valuation #successionplanning #webinar
Looking forward to cracking both of these over the holiday.
GM #fintwit! I’ve got BIG NEWS this morning. 🚨 We have officially launched PRess Play: The StreetCred Podcast! 😱😍 Tap into our first episode, where I dive deep with @JasonLahita and @jimmymoock about the story of @StreetCred_PR. 🎧👀⤵️ open.spotify.com/episode/2OmNCy…
"Using an emerging set of insurance solutions known as contingent deferred annuities, financial advisors can now “wrap” their preferred portfolio allocations in a way that meaningfully complements their retirement clients’ safe withdrawal strategies, according to a new white…
Join RetireOne’s Mark Forman and Steve Hamilton of Nationwide on Wednesday, June 28 at 2PM ET to learn how RIAs may navigate the nuances of annuity contracts to avoid costly and avoidable mistakes. Register now: edu.retireone.com/avoidingcommon… #webinar #annuities #insurance
📊NEWS: STUDY📊 @RetireOne partners with Michelle Richter-Gordon on new research that evaluates the value of wrapping risk in client portfolios with a CDA. businesswire.com/news/home/2023…
CMO of @RetireOne, @variableannuity, gives his give take on what he learned at Jolt as a B2B marketer. #JoltConference
We had SO much fun at #JoltConference last week! 🎉 It was an incredible opportunity to hear from some of the brightest minds in the industry while learning new strategies to boost your marketing tactics. We already can't wait until next year! ✌️
Fantastic power panel happening now at #JoltConference featuring @variableannuity @DasarteYarnway @SamanthaTwenty and @SeekingDelta about how to leverage webinars for advisory businesses… 🚀⚡️
🤝NEWS: PARTNERSHIP🤝 @RetireOne partners with Pension & Wealth Management Advisors on a program to help clients protect income in retirement, adding a new dimension to Pension & Wealth Management Advisors’ risk management approach. businesswire.com/news/home/2023…
Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs Read the press release: prn.to/3FB1oUM #retirementplanning #retirementincome #CDA #annuities #insurance #pressrelease @WealthcareWay
Latest for @RIABiz, a nice everything roundup to start the month. riabiz.com/a/2022/12/3/ri… #fintwit #ria #fintech
We are so proud to announce that Emma Smith, a veteran financial communications pro, has joined @StreetCred_PR as our Executive Vice President. Her depth of knowledge and PR skill will drive us to be our best as we continue to grow & evolve as an agency. businesswire.com/news/home/2022…
How do advisors feel about the LIFE Act? Learn more in the 2022 Protected Accumulation + Retirement Income Survey by RetireOne and @MidlandNatl. bit.ly/3TgYd9F #retirement #annuities #survey #legislation
Hanging in the California sun at the #WorldsFirstWealthFestival with the one and only @variableannuity of @RetireOne at @FutureProofAC! #FutureProofAC @elenaspeaking @Meg_McNichol21 🌴❤️🔥
'@FinkeonFinance outlines how longevity continues to improve for Americans, leaving the onus on advisors to ensure their clients don’t outlive their retirement savings.' #401k #retirementplanning @401kbrian @RetireOne 4o1k.co/3wAXfLD
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