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Home > Financial Services > Stock Brokers > Mark Ross & Co., Inc.

Mark Ross & Co., Inc.

Mark Ross & Co., Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Mark Ross & Co., Inc, Mark Ross Company is a registered securities broker, dealer and insurance agency specializing in the sale of low cost term insurance and variable universal life insurance products. Mark Ross Company creates and structures sophisticated retirement and estate plans, using variable life insurance as an investment vehicle. Through its managing directors and senior staff, Mark Ross Company has gained recognition as a preeminent authority on term and variable life insurance and related tax and estate planning applications for high income and high net worth individuals.

Recent developments in the life insurance market have significantly reduced policy costs and allow you to lock in a low level term insurance premium for 10, 15 or 20 years. Exhibit A below provides sample term insurance rates and also illustrates the substantial cost savings compared to other policies, such as Mass Mutual and Equitable which partners at many law firms have purchased in the past. While the firm works very closely with trusts and estates and benefits departments, they have not sought your firm's endorsement and this is an independent program available to you at your sole discretion. Also, the comparisons with Equitable and Mass Mutual are not meant to be dispositive. They are simply designed to demonstrate the severe price reductions which may be available in modern term insurance contracts relative to pricing levels prevailing in the past. This communication does not advocate that you replace these existing coverages.

Mark Ross & Co., Inc. is a life insurance consulting and brokerage firm that has worked with the major New York law firms for more than 20 years. The Company can answer questions and counsel you in your decision as to the appropriate level of life insurance coverage, the suitability of different types of policies, the diversification of your coverage among more than one carrier, the ownership of your policies in trust, and other considerations that you may wish to address in meeting your life insurance objectives.

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