Multi-Generational Planning
Planning that creates a foundation for the long-term success of ultra-affluent families.
KNOWLEDGE HUB
Resource Library
Where our experience becomes your valuable resource.
Solution Snapshot
The Right Product
Leverage company-paid life insurance to fund estate taxes for three business owners while identifying the product with the greatest potential ROI when considering premiums paid versus death benefit that will be received.
Solution Snapshot
Insurance Discussion Prompts: Multi-Generational Planning
Insurance discussion prompts to begin a meaningful client conversation about multi-generational planning.
Advisor Guide
Insurance Discussion Prompts: Long-Term Planning
Insurance discussion prompts to begin a meaningful client conversation about long-term planning.
Candidates
Solutions are not one size fits all. For every planning technique, there are determining factors that illustrate whether the technique will fit the planning for an individual or family. Outlined below are ideal candidates who might benefit from exploring Multi-Generational Planning solutions.
Wealth and Legacy Insights from our Team
Faqs
Frequently Asked Questions
Find answers to your questions about Heirmark's life insurance solutions, underwriting process, and advisory services.
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Implementing life insurance provides immediate funds to the next generation to pay estate taxes. Additionally, the cash value inside the policy can create asset preservation and an alternate income stream, if needed.