3 Mark Financial Celebrates 40 Years of Excellence in Insurance Distribution
FOR IMMEDIATE RELEASE
Sugar Land, TX — July 14, 2025 — 3 Mark Financial, a leading independent brokerage agency, proudly announces its 40th anniversary—a milestone that highlights four decades of growth, innovation, and unwavering commitment to empowering advisors nationwide.
Four Decades of Foresight
Founded as Protective Financial Services (PFS) in 1985 by Jerrell Clay, 3 Mark began as a vision to provide independent insurance professionals with world-class support, product access, and service. In 2017, President and CEO Bill Propper acquired the firm and has continued to elevate that mission, expanding the company’s footprint, embracing digital transformation, and deepening partnerships across the industry.
"This anniversary is not just a celebration of our past—it’s a reflection of where we’re headed," said Propper. "3 Mark was built on relationships, and that’s still the heartbeat of our business. We’re incredibly proud of the culture, team, and reputation we've built, and we’re energized for the future."
Over the last 40 years, 3 Mark has grown into a nationally recognized platform for independent advisors, providing resources, training, and tools designed to help them grow their practices and serve clients with integrity. The company continues to invest in technology, carrier relationships, and education, ensuring producers are equipped to meet the evolving needs of today’s marketplace.
“We’re grateful for the trust placed in us by our Affiliates, producers, and carrier partners,” said Propper. “This milestone belongs to everyone who’s been a part of the journey.”
Looking Forward
As 3 Mark Financial looks to the future, it remains committed to supporting insurance producers and agency managers through innovative solutions, robust partnerships, and cutting-edge resources.
“We don’t just react to industry changes—we anticipate them,” added Propper. “That philosophy has guided us for 40 years, and it will continue to drive our success for decades to come.
About 3 Mark Financial
3 Mark Financial is a premier life and annuity brokerage agency, providing independent advisors with access to top carriers, cutting-edge tools, and personalized support. Established in 1985 and headquartered in Sugar Land, TX, 3 Mark is committed to helping producers grow their business while delivering outstanding client outcomes. Learn more at www.3mark.com.
Media Contact:
Russell Katz
[email protected]
Office: 281-269-2352
www.3mark.com
