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

About Us
Our Team
Cleveland Team

Process
Our Team

Raymond Nash

CEO & Principal
Jenny Lovell

Director of Marketing
- Call Jenny Lovell
- Send an Email to Jenny Lovell
Amy Cooper

Director of Case Design & Client Service
- Call Amy Cooper
- Send an Email to Amy Cooper

Jason Malko

Research Marketing Assistant
- Call Jason Malko
- Send an Email to Jason Malko
Dave Kuntzman

Advanced Market Specialist
- Send an Email to Dave Kuntzman
Lucie Turco

Director of Underwriting
- Send an Email to Lucie Turco

Working with Heirmark
Services
Strategies
- Personal
- Business
About Us
- Process
- Our Team

News
Contact Us
Social Media
- Twitter
- LinkedIn

1.888.311.4347

Copyright © 2023 HEIRMARK, LTD All Rights Reserved. Privacy

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

Working with Heirmark
Services
Strategies
About Us
News
Contact Us

Twitter
LinkedIn

HIPAA Form
Preliminary Inquiry Form
Insurance Exam Prep
Statement of Privacy Principles

Welcome

Username Password

Forgot your password?
Create new account.