With over 14 years of experience in the life insurance industry, Amy provides exceptional client service to our clients and their advisors. She also works to design and implement insurance-based strategies for estate, business and personal planning solutions. Amy brings to life Heirmark's commitment to proactive client service by monitoring premium payments, industry changes and market conditions to provide timely and dependable service for our clients.
Additionally, Amy prepares periodic insurance reviews for our clients to analyze policy performance and helps make sure that in-force policies meet current goals and objectives. As part of our review process, Amy also re-assesses the competitiveness of each policy through a market survey to see if positive health improvements or new product innovations can reduce premiums or increase the desired death benefit.
Amy earned a Bachelor of Science in Business Administration with a major in Finance from Central Michigan University, graduating Cum Laude.
7005 South Edgerton Road, Suite 101
Cleveland, OH 44141
Phone: 440.630.9400 Fax: 440.630.9401