Licensed, Certified and Continuously Trained
Mark completed UMA's comprehensive advisor training program — a multi-week, instructor-led certification covering Medicare policy, carrier products, compliance, and consultative client guidance.
Before ever speaking with a client, Mark passed a rigorous multi-part exam and was formally cleared to advise by both a training manager and a sales leader.
Beyond initial certification, Mark participates in ongoing continuing education, quarterly skill-building, and peer coaching to stay current with every Medicare change, carrier update, and enrollment period.