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President – LifeRep Inc.
By Phone:
(386) 259-9005 (Office)
(386) 216-5130 (Cell)
By Email:
[email protected]
Follow @markborneman1
180 Magnolia Woods Court
Unit 19C
Deltona FL 32725
Our mission…
We help financial professionals understand every opportunity available to them to help ensure they are with the right firm, and making the most of their unique abilities.
We help insurance buying customers meet several insurance professionals in their area, so they can find the one that best suits their individual needs.
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Recent Posts
Financial Advisor Success
- Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson Ray April 23, 2024Tyson Ray is the CEO of FORM Wealth Advisors, a hybrid advisory firm based out of Wisconsin that oversees approximately $900 million in assets under management for just over 800 client households. Tyson's unique "Total Relationship" planning approach emphasizes assessing clients' immediate lump sum spending needs, such as new car purchases or vacations, to ensure […]Michael Kitces
- Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme April 16, 2024Ashley Quamme is the Founder of Beyond The Plan, a consulting firm based out of Georgia that offers a Fractional Financial Behavioral Officer service, including consulting and training to advisory firms for new or existing clients. What sets Ashley apart is her expertise in psychology and couples therapy, which enables her to assist clients in […]Michael Kitces
Investopedia
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NY Times Economix
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