How Markley Works With Financial Professionals

As an experienced Third Party Administrator and Actuary, Markley Actuarial knows how much you care about your clients, and we appreciate the active role you take in their retirement plans.

We do not sell or represent investments. We are not your competition.

How can we partner with you?

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Statistics prove it – By strategizing together as partners at the proposal table, we can both earn a new client.

  • By actively referring clients to financial partners, we build strong relationships for future growth.
  • Our marketplace expertise and experience with multiple platforms allows you to offer your clients tailored solutions.
  • Provide you with customized plan designs that deliver the results you and your clients expect.
  • Our fees are transparent. We reduce our fees through any Third Party Revenue Sharing we receive.

Partnering with Markley can make your job easier! Contact us for a customized proposal.