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.
Client Guide
Estate Planning Workbook
A comprehensive workbook to help families and their advisors conduct a review of their life insurance portfolio.
Solution Snapshot
Buy Sell Family Dynasty
Replace existing buy/sell coverage to insure the current fair market value of a family-owned business.
Solution Snapshot
Buy/Sell Planning
Implement coverage to fund a buy/sell agreement for the second generation of a family-owned company.
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.