Mark Tate

Advanced Planning Consultant @Usi Consulting Group

Madison, WI, US

Specializing in Business Succession Planning, Executive Benefits, Estate Planning, and individual protection plans utilizing Life, Disability, and Long Term Care Insurance and the many applications. I have the ability to shop the marketplace with highly rated carriers to find the best fit to a client or business need. Our team will review investments, taxation, protection, and distribution to provide a path to help reach goals. USI also has world class resources in Employee Benefits, Commercial Property & Casualty, and Retirement Planned Services.Securities offered through M Holdings Securities Inc, a Registered Broker/Dealer, Member FINRA/SIPC. Chernoff Diamond & Co, LLC is independently owned and Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. · This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. · The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.

University of Wisconsin-Stevens Point

Bachelor's Degree, Business Administration and Management/Marketing

The American College of Financial Services

Chartered Life Underwriter, Insurance

West De Pere H.S.

H.S. Advanced Collegiate Credits and H.S. Diploma, Advanced Placement

The American College of Financial Services

Chartered Financial Consultant (ChFC), Financial Planning and Services