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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?

New year.  Big change.  For over a year now, we’ve been hard at work behind the scenes, undergoing a complete brand overhaul to refine our practice.  It has been like shaking a snow globe upside down, turning it right-side up, and watching the snowflakes swirl about.  Chaos at first, but then the snowflakes start to come together, and everything seems to fall in just the right place.

READ FULL UPDATE

 

News

Legislative Alert

On September 13, 2021, Chairman Richard Neal (D-MA) of the House Ways and Means...

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Quick Fact

We help our clients receive money now for life insurance policies that are no longer needed.

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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
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