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Senior Executive Vice President, South Central Division
Mark focuses on the areas of Estate Planning*, Business Continuation Planning and Corporate Executive Benefit Planning. Mark is a frequent lecturer on topics in each of these areas and is actively involved with Temple University providing Planned Giving seminars for Alumni and friends of the University. Mark has also spoken before numerous industry organizations including the annual meeting of the Association for Advanced Life Underwriters. Mark is a past president of the Greater Philadelphia Chapter of Financial Service Professionals (formerly American Society of Chartered Life Underwriters and Chartered Financial Consultants), one of the nation's largest chapters and founder of the chapter's Professional Day event.
Education:
Professional Designations:
* Funded through the use of life insurance and other financial products
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Present Memberships & Affiliations:
If you would like to contact Kristie Burton, please click on her name below:
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