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

  • Process
  • Our Team
  • Cleveland
  • 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 Amy Cooper
    Amy Cooper
    Client Service Manager
    • Call Amy Cooper
    • Send an Email to Amy Cooper



  • Headshot of Jenny Lovell
    Jenny Lovell
    Underwriting Manager
    • Call Jenny Lovell
    • Send an Email to Jenny Lovell
  • Headshot of Jason Malko
    Jason Malko
    Research Marketing Assistant
    • Call Jason Malko
    • Send an Email to Jason Malko
  • 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 © 2022 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, 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.

3410208.1


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

Welcome

  • Forgot your password?
  • Create new account.