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  • Buy Out Analysis
  • An Uninsurable Partner? No Problem.
  • Why Permanent Insurance?

Buy-Sell Funding

Create immediate funding at the exact point in time needed for a buy-sell plan. While structure creates the methodology and format of a buy-sell agreement, it means nothing without the financial funding to make it happen. Life insurance is an efficient and cost-effective way to fund a buy-sell plan.  

Case Studies

  • Buy Out Analysis

    Business with 5 partners in their 50’s and 60’s needs to fund their buy-sell.

    • Read Case Study
    • See Concept
  • An Uninsurable Partner? No Problem.

    Business owned by four partners. After underwriting all four partners, it is determined that one partner is uninsurable.

    • Read Case Study
    • See Concept
  • Why Permanent Insurance?

    Client, age 69, has term insurance in place for buy-sell planning.

    • Read Case Study
    • See Concept
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What's in a Name?

We wanted a name to reflect our core values.  To speak to what we do for our clients and their trusted advisors.  We wanted a name that meant something to us and you, and we wanted it to separate us from the rest.  That’s why we selected Heirmark.  It succinctly represents what we do every day for our clients and their advisors.  We help families and business owners acquire life insurance and earmark assets and business interests for their intended beneficiaries; their heirs.

 

News

New home for our Cleveland office!

7005 S. Edgerton Road, Suite 101, Cleveland, OH 44141

Quick Fact

Life insurance provides immediate funding precisely when needed for pennies on the dollar.

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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.

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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
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