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Home | Heirmark® – Redefining the way affluent families, advisors and business owners acquire life insurance.

Let’s start crafting your tomorrow. Whats in a Name? New year. Big change. For over a year now, we’ve been hard at work behind the scenes, undergoing a complete brand overhaul to refine our practice. It has been like shaking a snow globe upside down, turning it right-side up, and watching the snowflakes swirl about. Chaos at first, but then the snowflakes start to come together, and everything seems to fall in just the right place. New home for our Cleveland office! Top of the Table.

http://www.heirmark.com/

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Home | Heirmark® – Redefining the way affluent families, advisors and business owners acquire life insurance. | heirmark.com Reviews
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Let’s start crafting your tomorrow. Whats in a Name? New year. Big change. For over a year now, we’ve been hard at work behind the scenes, undergoing a complete brand overhaul to refine our practice. It has been like shaking a snow globe upside down, turning it right-side up, and watching the snowflakes swirl about. Chaos at first, but then the snowflakes start to come together, and everything seems to fall in just the right place. New home for our Cleveland office! Top of the Table.
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Home | Heirmark® – Redefining the way affluent families, advisors and business owners acquire life insurance. | heirmark.com Reviews

https://heirmark.com

Let’s start crafting your tomorrow. Whats in a Name? New year. Big change. For over a year now, we’ve been hard at work behind the scenes, undergoing a complete brand overhaul to refine our practice. It has been like shaking a snow globe upside down, turning it right-side up, and watching the snowflakes swirl about. Chaos at first, but then the snowflakes start to come together, and everything seems to fall in just the right place. New home for our Cleveland office! Top of the Table.

INTERNAL PAGES

heirmark.com heirmark.com
1

Underwriting Edge | Heirmark® – Redefining the way affluent families, advisors and business owners acquire life insurance.

http://heirmark.com/working-with-heirmark/underwriting-content

Underwriting Edge Click or tap to toggle secondary navigation menu. We advocate for our clients and negotiate with the insurance carriers for the best underwriting offers. Possible, because underwriting offers directly affect premium cost. Unlike other financial assets, the cost of an insurance policy is dependent upon the underlying health of the insured. The better the offer, the lower the premium. The key to our negotiation success lies in our expertise and deep carrier relationships. HEIRMARK, LTD an...

2

Insurance Policy Audits | Heirmark® – Redefining the way affluent families, advisors and business owners acquire life insurance.

http://heirmark.com/services/insurance-policy-audits

Insurance Policy Audits Click or tap to toggle secondary navigation menu. Many policies may require significant premiums to perform as anticipated, yet most trustees, advisors and policyholders aren’t even aware of the problem because these policies haven’t been reviewed in years. Through our policy audit platform, we perform a necessary check-up on the health of a policy. We look across dozens of insurance companies and look at a myriad of different products including:. Current Assumption UL (CAUL).

3

Business | Heirmark® – Redefining the way affluent families, advisors and business owners acquire life insurance.

http://heirmark.com/strategies/business

Menu Click or tap to toggle secondary navigation menu. Income Tax Planning / Asset Protection. Whats in a Name? New year. Big change. For over a year now, we’ve been hard at work behind the scenes, undergoing a complete brand overhaul to refine our practice. It has been like shaking a snow globe upside down, turning it right-side up, and watching the snowflakes swirl about. Chaos at first, but then the snowflakes start to come together, and everything seems to fall in just the right place.

4

Our Philosophy | Heirmark® – Redefining the way affluent families, advisors and business owners acquire life insurance.

http://heirmark.com/working-with-heirmark/our-philosophy

Our Philosophy Click or tap to toggle secondary navigation menu. We know trust isn’t easy to gain and it is all too easy to lose. That’s why we work hard to earn it and even harder to keep it. We 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. View Our Transparent Planning Model. New home for our Cleveland office! 7005 S. Edgerton Road, Suite 101, Cleveland, OH 44141.

5

Personal | Heirmark® – Redefining the way affluent families, advisors and business owners acquire life insurance.

http://heirmark.com/strategies/personal

Menu Click or tap to toggle secondary navigation menu. Intentionally Defective Grantor Trust (IDGT). Income Tax Planning / Asset Protection. Together we can plan today to help achieve tomorrow's goals. We work with our clients to maximize assets for the next generation, provide payment for taxes and gifts to charity through unique planning techniques utilizing life insurance. Whats in a Name? New home for our Cleveland office! 7005 S. Edgerton Road, Suite 101, Cleveland, OH 44141. Securities and Investme...

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Home | Heirmark® – Redefining the way affluent families, advisors and business owners acquire life insurance.

Let’s start crafting your tomorrow. Whats in a Name? New year. Big change. For over a year now, we’ve been hard at work behind the scenes, undergoing a complete brand overhaul to refine our practice. It has been like shaking a snow globe upside down, turning it right-side up, and watching the snowflakes swirl about. Chaos at first, but then the snowflakes start to come together, and everything seems to fall in just the right place. New home for our Cleveland office! Top of the Table.

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