Introducing Heirmark's
20/20 Insurance Reviews

See Clearly
Understand an existing life insurance plan: how it works, how it is funded and how it will perform. Many affluent families and business owners lack the appropriate guidance and information when it comes to managing their life insurance.
The Heirmark 20/20 Insurance Review educates policyholders and their advisors about an existing life insurance plan on a fee-only basis. This design provides an expert, third-party review of an existing life insurance plan, without the bias towards replacing a policy with a new, commissionable product.
Let's Take a Look
This program can be a great fit for policyholders with life insurance that hasn't been reviewed in a couple of years, or simply needs a “check-up.” It may also be of benefit to whole life policyholders, as many major whole life providers continue to reduce dividend rates.

Meet Our Leadership

Raymond Nash , CEO & Principal

Christine Millen , VP Operations & Marketing

Larry Rothstein,  Senior Advisor
(888) 311-4347
Fee-only life insurance reviews offered for non-securities life insurance products only.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC 
HEIRMARK, LTD is independently owned and operated.

File #0147-2018