Heirmark®  Logo
Call
  • Personal
  • Business
  • Buy-Sell Funding
  • Key Person Insurance
  • Executive Benefits
  • Premium Financing
  • Income Tax Planning / Asset Protection
  • Policy Loan Rescue
  • Policy Audits
  • 20/20 Policy Reviews
  • Life Settlements

    Income Tax Planning / Asset Protection

    Overfund a life insurance policy for future tax-free income. A policy owner can fund a life insurance policy over a period of years with the goal of building up the policy's cash value. Under a properly designed plan, the policy owner may access the cash value in the future on an income tax-free basis.  The cash value housed inside the policy may provide valuable asset protection as well.   

     

    Exclusive Product Access
    Custom Designed Policies
    Active Policy Monitoring

    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...

    Read More

    Quick Fact

    97% of clients received a standard or better underwriting offer for policies issued in 2015.

    • 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 © 2023 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.