Mark Van Valkenburg
Mark serves as the primary point of contact for variable life insurance products here at Frontier.
His goal is to help bring additional success to fellow advisors by sharing the knowledge, case design skills, and sales ideas which have been acquired throughout his career in the Financial Services Industry.
Mark has extensive client facing experience with over 30 years of service as a retail client advisor. He possesses both a particular interest and specialized skill set in the following areas: Financial and Estate Planning, Business Continuation Planning, and Advanced Wealth Transfer Planning Strategies for both high net worth individuals and business owners. His many years of working directly with Estate Planning Attorneys has provided him with a unique perspective.
In 1991, Mark began his retail career with a major firm in the financial services industry. In 1999, he transitioned to the Independent Channel as a financial advisor. In 2023, he became affiliated with Frontier to assist with the wholesale distribution of variable life insurance products in both the Traditional and Advisory product channels.
One of Mark’s unique attributes is his previous personal experience as a Retail Advisor working with various wholesalers. This enhances his understanding of the relationship and expectations between the two parties in trying to achieve successful outcomes.
Having served in various leadership positions as an Infantry Officer in the Army National Guard has made him keenly aware of the importance of planning, executing and meeting expectations.
Mark resides in Longmeadow, MA with his wife Britt and three children.
In his free time Mark enjoys spending time with his family in addition to sailing, skiing, saltwater fishing, and working on classic automobiles.
Education
University of Massachusetts, Amherst B.A. English
Licensure
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- Securities: Series 6,7,63,24 and 65.
- Insurance: Life, Health, Variable Annuity, and Variable Life