Mark Volkman

Mark is President of Volios Group, LLC. Mark’s primary focus over the last quarter century in the insurance industry has been working with successful agencies and agents on sophisticated and detailed insurance transactions. Prior to joining Volios Group, Mark ran a successful consulting firm that focused on helping agents process and close insurance business using sophisticated insurance structures. Mark was Vice President of Case Management for a successful life insurance consulting company, and was primarily responsible for the design and implementation of the company’s sophisticated insurance strategies. Prior to joining the consulting company, Mark held high level positions with insurance carriers and firms in the support of advanced marketing sales. Mark was Vice President of Advanced Markets for The United States Life Insurance Company, a wholly-owned subsidiary of American General Life Insurance Company. Mark’s primary responsibilities were to support the top agencies and agents of U.S. Life in the structural design of advanced life insurance sales. Mark has lectured about advanced marketing ideas many times over the years, including lectures for the American Association of Life Underwriters and the Million Dollar Round Table – Top of the Table organization. Mark has also co-authored articles for the National Underwriter and Life Insurance Selling magazines. Mark attended Northwestern University, Judd A and Marjorie Weinberg College of Arts and Sciences.

Damien Rios

Damien Ríos is a co-founder and the managing member of Volios Group, LLC. He is a magna cum laude graduate of Harvard University and a graduate of Columbia Law School. After earning his JD, Damien began practicing law at Milbank, Tweed, Hadley & McCloy, LLP. As a member of the Trust & Estates department at Milbank, Damien advised some of the wealthiest individuals in the United States on estate planning and tax matters. He also advised several institutional clients and was extensively involved in product development.

In April of 2002, Damien began working for an insurance consulting firm where he continued to advise ultra-high net-worth individuals in connection with their estate planning. He also began advising clients with respect to insurance planning, and began advising law firms and accounting firms about advanced estate and insurance planning. Damien was soon promoted to Vice President and General Counsel of the consulting firm and started working with hedge funds and international investment banks interested in developing premium financing and other sophisticated premium funding programs for ultra-high net worth individuals. His work included regulatory and legal research, program structuring, processing and work-flow design and optimization, and risk management. To date, those programs have funded more than $6 billion of insurance products.

Damien was an Adjunct Professor at Pace Law School, where he taught a course on Federal Income Tax. Damien was a regular contributor to The Chase Review, is co-author of The Circular 230 Deskbook, co-author of The Advisors Guide to Circular 230, and a Practising Law Institute faculty member. He is a member of the New York State Bar Association and in 2010 became a member of the Million Dollar Round Table — Top of the Table.