Mark Pollock

Mark Pollock brings over 45 years of experience in financial services, specializing in wealth transfer strategies through permanent life insurance.

Professional Achievements

• Clark Bardes Contribution: As a sales and distribution partner, Mark played a pivotal role in developing Bank-Owned  Life Insurance (BOLI). Over seven years, he generated over $5 billion in sales to large, publicly traded banks with Tier 1  capital exceeding $100 billion. Following Clark Bardes’ IPO on the NYSE, its BOLI portfolio and corporate enterprise  were sold to AEGON in 2006. 
• Business Sale and Insurance Practice Development: Mark and his father sold their closely held business, Pollock &  Pollock , Inc. to Huntington Bank. He helped develop and generate the core insurance practice for the Bank, with $200  billion in asset located in the Midwest with approximately 20,000 employees. 
• Innovative Solutions: Mark developed insurance funding solutions for closely held businesses, governmental entities,  and non-profits, including hospitals and endowments. His specialization includes funding buy-sell agreements,  structuring SERP programs, and addressing long-term care needs for high-net-worth families. •The Big Picture: Mark created “The Big Picture,” a one-page strategic framework that organizes wealth strategies into  six core buckets for high-net-worth families. He has implemented this framework for over 1,000 families, enhancing  wealth transfer and legacy planning. 

Education and Credentials

• B.S. in Business: Miami University 
• Professional Designations: Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from The  American College 
• Licenses: Holds a Life and Health Insurance License; previously held Series 6 and 63 Securities licenses with FINRA Community and Publications 
• Community Involvement: Actively involved as a board member in over a dozen volunteer organizations throughout  the Midwest, including Campus Life, Fellowship of Christian Athletes, True Freedom Ministries, Prison Fellowship  Ministries, Golden Gloves Organization, and American Cancer Society. 
• Board Membership: Served as a board member of the Swem Library at The College of William and Mary for eight  years. 

Authorship: Published two books, There’s A Fine Line and Generation “Friend Me”