Mark Gurley

CLU, ChFC, CAP, CLTC

Financial Advisor,

Northwestern Mutual

Mark began his career in 1988 as a financial advisor with Northwestern Mutual. In 2019 he launched his own firm, Legatus Memoria®, to design and implement executive benefit plans to reward and retain top talent. (https://GiftCOLI.com).

He obtained his Chartered Life Underwriter® (CLU), Chartered Financial Consultant® (ChFC), and Chartered Adviser in Philanthropy® (CAP) designations positions from the American College in Bryn Mawr, Pennsylvania. Mark is also Certified in Long Term Care (CLTC) and has a degree in Business Administration from Calvin University in Grand Rapids, Michigan. 

In November 2021 Mark received two master’s degrees and a doctorate from Primus University of Theology. His doctorate has an emphasis on financial planning and business leadership. He is the author of three books all available on Amazon.

Mark and his wife, Michele, have been married since 1995 and have two adult married children, both of whom were homeschooled. Mark is an avid skier, which works well with his love for travel, as he has been to more than ninety ski resorts.

Mark Gurley's Sessions

Breakout Session – The Legacy Life Executive Benefit: Using COLI to Informally Fund Philanthropy

We know how COLI supports executive benefit plans.

The Legacy Life Executive Benefit® builds on that idea by pairing COLI with a charitable legacy tied to key executives. In this session, we will walk through how the strategy works, how it is structured, and where it may fit within a company’s broader executive benefit design.

You’ll see how a company can place cash and cash equivalents from their retained earnings into life insurance, grow them on a tax-deferred basis, and use the eventual death benefit to support both executive planning and charitable giving. The session will focus on the mechanics of the strategy, design considerations, and the types of situations where it may be worth exploring.

Mark Gurley

Mark Gurley's Sessions

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