20/20 Policy Reviews

Understand your life insurance: 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.