Heirmark® Logo
  1. About Us
  2. Our Team
  3. Cleveland Team
Call

  • Process
  • Our Team
  • Headshot of Raymond Nash
    Raymond Nash
    CEO & Principal
    • Call Raymond Nash
    • Send an Email to Raymond Nash
    • Connect with Raymond Nash on LinkedIn
  • Headshot of Jenny Lovell
    Jenny Lovell
    Director of Marketing
    • Call Jenny Lovell
    • Send an Email to Jenny Lovell
  • Headshot of Amy Cooper
    Amy Cooper
    Director of Case Design & Client Service
    • Call Amy Cooper
    • Send an Email to Amy Cooper



  • Headshot of Jason Malko
    Jason Malko
    Research Marketing Assistant
    • Call Jason Malko
    • Send an Email to Jason Malko
  • Headshot of Lucie Turco
    Lucie Turco
    Director of Underwriting
    • Send an Email to Lucie Turco
  • Working with Heirmark
    • Our Philosophy
    • Underwriting Edge
    • Service Commitment
    • M Financial Group
    • Clients
    • Partnering With Us
  • Services
    • Business Planning
    • Personal Planning
    • Insurance Policy Audits
    • 20/20 Insurance Reviews
    • Life Settlements
  • Strategies
    • Personal
    • Business
  • About Us
    • Process
    • Our Team
  • News
  • Contact Us
  • Social Media
    • Twitter
    • LinkedIn
Heirmark® Logo

1.888.311.4347

Copyright © 2025 HEIRMARK, LTD All Rights Reserved. Privacy

Disclaimer

HEIRMARK, LTD and its agents are presently licensed to sell traditional life insurance in the following states: AR, AZ, CA (#0G32030), CO, FL, GA, MN, MO, MT, OH, PA, TX and VT

NOTE: HEIRMARK, LTD Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service. Variable life and annuity products, as well as other securities products, may be sold in the following states: AR, AZ, CA (#0G32030), CO, FL, GA, MN, MO, MT, OH, PA and VT. Securities products are offered to residents of the above listed states. Residents of other states should consult with a local registered representative for securities products.

 

Securities and Investment advisory services offered through M Holdings Securities, Inc., a registered broker/dealer and investment advisor, member FINRA/SIPC. HEIRMARK, LTD is independently owned and operated. HEIRMARK, LTD is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

For important information related to M Securities, refer to the M Securities’ Client Relationship
Summary (Form CRS) by navigating to https://mfin.com/m-securities.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

Registered representatives are registered to conduct securities business and licensed to conduct insurance business in limited states.  Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements.  The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

5758023.1


Heirmark® Logo
  • Working with Heirmark
    • Overview
    • Our Philosophy
    • Underwriting Edge
    • Service Commitment
    • M Financial Group
    • Clients
    • Partnering With Us
  • Services
    • Overview
    • Business Planning
    • Personal Planning
    • Insurance Policy Audits
    • 20/20 Insurance Reviews
    • Life Settlements
  • Strategies
    • Overview
    • Personal
    • Business
  • About Us
    • Overview
    • Process
    • Our Team
  • News
  • Contact Us
  • Twitter
  • LinkedIn
Privacy

Heirmark® Logo
  • HIPAA Form
  • Preliminary Inquiry Form
  • Insurance Exam Prep
  • Statement of Privacy Principles
Heirmark® Logo

Welcome

  • Forgot your password?
  • Create new account.