Mark Forman

Husband and father of two boys. Opinions are my own.

[Mark Forman @variableannuity]

Mechanics, this is among the top things we don't ever want to hear you say: "It's a booger putting that thing back together."

[Mark Forman @variableannuity]

@tinacpowell @intention_ly @kdubs_waltrich @MeghanRichter @kyleh2 Woot! Thank you, @tinacpowell!

[Mark Forman @variableannuity]

@elenaspeaking @intention_ly 🙌

[StreetCred PR @StreetCred_PR]

✨NEWS: PEOPLE MOVES✨

@intention_ly announced that industry veteran @variableannuity has joined the firm as client strategy director as part of https://t.co/PasmL9YY98’s Outsourced Chief Marketing Officer service offering. https://t.co/bgC1faJyRI

[Mark Forman @variableannuity]

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. https://t.co/7IybVjPG2T

[Mark Forman @variableannuity]

@JasonLahita @intention_ly You are too kind, @JasonLahita!

[RetireOne ☝️ @RetireOne]

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: https://t.co/D2pcdVFQnm

#webinar #retirementplanning #retirement #economics

[RetireOne ☝️ @RetireOne]

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: https://t.co/20TzdknK8E

#financialplanning #valuation #successionplanning #webinar

[Mark Forman @variableannuity]

@SelfMadeMastery Sales tax.

[Mark Forman @variableannuity]

@Breen @RetireOne We’ll then, by your recommendation I will consider this pairing prescribed and will expand upon the assignment. You are a professional, after all, and I trust your professional judgment!

[Mark Forman @variableannuity]

Looking forward to cracking both of these over the holiday.

[Mark Forman @variableannuity]

@RetireOne @Breen If I can. I'll report back.

[Mark Forman @variableannuity]

@Breen Now I have an assignment. Absolutely!

[Mark Forman @variableannuity]

RIP, Harry. https://t.co/Hv0413iTsi

[Elena Krasnow @elenaspeaking]

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. 🎧👀⤵️
https://t.co/3P86nPOJPJ

[StreetCred PR @StreetCred_PR]

"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 paper published by @RetireOne," @manganaro_news writes for @ThinkAdvisor.

Read more about the research here: https://t.co/n7NTMcTB2c

[RetireOne ☝️ @RetireOne]

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: https://t.co/ErhnJIzirI

#webinar #annuities #insurance

[StreetCred PR @StreetCred_PR]

📊NEWS: STUDY📊

@RetireOne partners with Michelle Richter-Gordon on new research that evaluates the value of wrapping risk in client portfolios with a CDA.
https://t.co/T35VZgmHRQ

[Wealth Management @wealth_mgmt]

CMO of @RetireOne, @variableannuity, gives his give take on what he learned at Jolt as a B2B marketer.

#JoltConference

[FMG @FMGSuite]

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! ✌️

[Mark Forman @variableannuity]

@DasarteYarnway @FMGSuite @SamanthaTwenty @candicecarlton Yes! The panel was fantastic. What a privilege to moderate!