Ceo & Principal
CurrentWe collaborate with our clients and their advisors to ensure that our life insurance solutions enhance the bigger picture. We focus on planning and purpose, not just product placement. Unlike other financial assets, the cost of an insurance policy depends on the health of the insured. Without establishing insurability, premiums are just numbers on a page. While most insurance advisors apply directly to only one insurance company and obtain just one offer, we cast a wide net into the insurance marketplace for our clients, reeling in dozens of underwriting offers. As a member of the M Financial Group Community, we also have access to insurance vehicles designed exclusively for the affluent. The placement of a life insurance policy marks the beginning, not the end of our client relationships. When we complete a life insurance acquisition, we deliver a promise to oversee the plan and policy we placed. We meet with our clients and their advisors periodically to ensure that a policy acquired today is still the best fit for years to come. HEIRMARK, LTD is independently owned and operated. Securities and Investment Advisory Services offered through M Holdings Securities, Inc.A Registered Broker Dealer and Investment Adviser, Member FINRA/SIPC.
