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I founded Heirmark to change the way affluent families and business owners acquire life insurance. My firm delivers a transparent client experience through our open planning model. Our insurance strategies are tailor-made to suit the needs of our clients, their families and their business partners. My background includes nearly 15 years of experience in the life insurance and investment industry. I have extensive experience in wealth transfer planning for affluent families and corporate insurance strategies for business owners and key executives. I first earned membership in the Million Dollar Round Table (MDRT) in 2007, and I have also maintained the elite designation of Top of the Table since 2007. Top of the Table represents approximately the top 1% of insurance advisors across the country based on sales production. MDRT - Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/join/member-requirements/# I maintain a Life and Health Insurance license as well as a FINRA Series 6 registration.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.CA Insurance License #0G32030 and AR Insurance License #7081134.Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. HEIRMARK LTD is independently owned and operated.
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Ceo & PrincipalHeirmark Jan 2017 - PresentCleveland, Oh, UsWe 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. -
Ceo & PrincipalCornerstone Consulting Group, Llc Feb 2007 - Jan 2017Cornerstone Consulting Group is a professional services firm that specializes in customized and innovative life insurance solutions for affluent families and business owners. Cornerstone became Heirmark through a rebranding name change.
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BrokerIndependent Life Insurance Broker Sep 2001 - Feb 2007
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Retail Private BankingKeybank Aug 1999 - Aug 2001Cleveland , Ohio, Us -
Purchasing DepartmentMyers Industries Aug 1997 - Aug 1999Akron, Oh, Us
Raymond Nash Skills
Raymond Nash Education Details
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The University Of AkronBachelor'S Degree Technical Education (Magne Cum Laude) -
The University Of AkronAssociate'S Degree Marketing (Summa Cum Laude)
Frequently Asked Questions about Raymond Nash
What company does Raymond Nash work for?
Raymond Nash works for Heirmark
What is Raymond Nash's role at the current company?
Raymond Nash's current role is CEO & Principal, Heirmark Ltd..
What is Raymond Nash's email address?
Raymond Nash's email address is rn****@****oup.net
What is Raymond Nash's direct phone number?
Raymond Nash's direct phone number is +131479*****
What schools did Raymond Nash attend?
Raymond Nash attended The University Of Akron, The University Of Akron.
What skills is Raymond Nash known for?
Raymond Nash has skills like Life Insurance, Insurance Planning, Business Planning, Personal Financial Planning, Business Development, Marketing.
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