Mark Magee - Financial – Investments

Member Profile

Member Bio

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whe

    Contact Info
  • Phone: 678-427-4530
  • Team: Peachtree Corners
  • Introduced by Cal Anderson
  • Also Introduced by Morgan Luddeke
  • Joined on 04/12/2012

Recent Comment

What to SAY to GET Referrals: Element: Facts | Topic: InfoMinutes – Myth buster

As a Financial Advisor, the biggest myth that I have seen is that ALL Annuities are expensive and bad. In my education, licensing and training, I have been taught that there are multiple types of investments with each having it’s own purpose and no one product is the correct product for all clients and all solutions. Annuities can serve a specific purpose, just like Stocks, Mutual Funds, Bonds and Insurance all serve a purpose in the portfolio of an investor. Investors need to diversify their portfolios and there are times when Annuities are the right tool for the job, but not always. There are also multiple types of annuities like fixed, variable and indexed and some have no costs at all, while others do have higher costs. When I started research on the history of annuities, I found that some very intelligent and successful people, like Andrew Carnegie and Albert Einstein, were big investors in annuities when used correctly. Carnegie actually started the Educators Pension Fund for teachers and professors with a $10 million dollar annuity grant. This company is now called TIAA CREF (Teachers Insurance and Annuity Assoc, College Retirement Equities Fund). When I am working with a client to determine their investment wants, needs and goals, I provide them with the right products to accomplish the specific task from all types of investment products which are also in the clients best interest from a financial and risk perspective.

Awards & Recognition

Membership
  • 3 year
  • 5 year
Leadership
  • TeamCoOrdinator
  • ParticipationCoOrdinator
  • VisitorCoOrdinator
  • MembershipCoOrdinator
  • MentorCoOrdinator
  • Officer Hand Pin
Development
  • Orientation
  • InfoMinute Seminar

Members Sponsored

  • Scott Strobel
  • Jessica Carter

Company Profile

    Company Contact Info
    VALIC Financial Group
  • 2300 Windy Ridge Parkway
  • Suite 1150
  • Atlanta, GA
  • 30339
  • Phone: 678-427-4530
  • Website: www.valic.com

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