Mark Tauber, CLU®, ChFC®, RHU, CASL*
With GCG since 1992, Mark specializes in financial and estate planning, as well as business strategies, including executive compensation strategies, business continuation strategies and employee benefit plans. Mark's clients are high net worth individuals, successful business owners, professionals, and high-level executives. A Qualifying Member of the Million-Dollar Round Table, Mark also belongs to the Society of Financial Service Professionals, the Premier Resource Group, and several national and local associations of life and health underwriters. Active in many continuing education endeavors, Mark has been an adjunct professor in The Lake Forest Graduate School of Management's Executive MBA Program since 1986 and is a national seminar speaker for The American Management Association. He is a speaker on financial services as well as management and communications topics. He has written numerous articles published in Personnel Administrator and the Training and Personnel Journal. Mark is a member of the Arlington Heights Noon Rotary Club. He is also a Paul Harris Fellow.
Mark and his wife live in Arlington Heights, Illinois and have two adult children. Mark is a veteran of over 30 years of long-distance running and triathlon competitions.
Education: B.S., Illinois State University; M.S., Communications, Illinois State University.
Credentials: Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Registered Health Underwriter (RHU), Chartered Advisor for Senior Living (CASL)
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.