Mark Wise

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Professional

Mark Wise’s top priority is to help his clients turn their aspirations into reality. Every person has unique goals, background and philosophy. Through focused listening and a desire to understand, Mark’s approach and guidance becomes as unique as the individual.

Mark serves high net worth individuals and families with estate and business planning, and also provides advisory services in a variety of wealth management areas. He has been recognized nationally for his business acumen, achievements and best practices. Of the 3.5 million current insurance and financial services professionals, approximately only 35,000 (or 1%) qualify for the prestigious recognition as members of Million Dollar Round Table*. Mark has exceeded this by quite a margin. Through 2007 to 2009, Mark reached Top of the Table status, placing him in the top 1,800 of the 3.5 million industry professionals worldwide.

Awards and Recognition

  • The Prestigious Northwestern Mutual Forum (2005-2009)
  • Northwestern Mutual MVP (Most Valuable Producer) (2005-2009)
  • National Sales Achievement Award  (NSAA) (2002-2009)
  • Indiana Association of Insurance and Financial Advisors, Agent of the Year (2003)
  • Million Dollar Round Table (MDRT) (2002-2009)
  • MDRT Court of the Table (2006-2009)
  • MDRT Top of the Table (2007, 2009)
  • National Quality Award (NQA) 2002-2009

Associations and Memberships

  • Million Dollar Round Table (MDRT) Court of the Table, member (2006-2009)*
  • MDRT Top of the Table, member (2007, 2009)*
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Indiana Association of Insurance and Financial Advisors (IAIFA)
  • Association for Advanced Life Underwriting (2009) 
  • Financial Representative Association
  • Central Regional Planning Committee

 

 

 

 

 

 

 

 

 

 

 

*Million Dollar Round Table MDRT is The Premier Association of Financial Professionals. An international, independent association of 35,662 of the world's best life insurance and financial services professionals from 79 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business. Court of the Table members distinguish themselves within the industry through their superior performance by producing at a level three times that of MDRT membership requirements. Achieving membership in MDRT's Court of the Table is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct. Each year, more than 3,500 MDRT members qualify for the Court of the Table. Top of the Table members exchange advanced sales and productivity ideas and develop interpersonal relationships among an international network of leading insurance and investment financial services producers/advisors. All are members of MDRT, The Premier Association of Financial Professionals, and have distinguished themselves by producing at a level six times that of MDRT membership requirements.