Take Another Look... 
Are You Missing Opportunities for Your Clients?
Don’t let your clients lapse or surrender life insurance policies without checking the secondary market first. 

Your clients may be able to unlock additional cash for life insurance policies no longer wanted or too expensive to maintain.      



CASE STUDY
POLICY SUMMARY:

Policy Face Value…….......…..$3,000,000

Annual Premium………….......…..$51,252

Surrender Value……….…..........$221,079

 

HEALTH SUMMARY:

Age | Gender…………..........…..73 | Male

Health Status……….................…….Poor

Condition………………….Cancer History


$1,310,000 RECEIVED vs. $221,079 surrender value
 This case study is based on an actual transaction completed.  This is a hypothetical example for illustrative purposes only.  The example provided is not representative of all clients’ experiences and is not indicative of future performance or results.   

Meet Our Leadership

Raymond Nash CEO & Principal


Nick Bellon Senior Advisor


Larry RothsteinSenior Advisor


(888) 311-4347
CLEVELAND, OH    |    ST LOUIS, MO

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 #1084-2017