Our Story & Process
Redefining life insurance for affluent families and business owners.
Founded in 2007, the Heirmark team is highly skilled in the acquisition, placement, and service of life insurance. While we all have different backgrounds and experience, we are united in our mission to deliver tailor-made life insurance strategies.
Our Philiosphy
Trust is earned through collaboration, purpose, and a commitment that never ends.
We work alongside our clients and their advisors to ensure life insurance enhances the bigger picture—focusing on planning and purpose, not just product. Because insurability drives cost, we cast a wide net across the marketplace, generating dozens of underwriting offers to find the best fit for each client.
For us, placing a policy marks the beginning of the relationship, not the end. We deliver a promise to oversee every plan we put in place, meeting periodically with clients and advisors to ensure their policy remains the right fit for years to come.
"This is what we do, and we enjoy doing it for only a select number of families and family-owned businesses each year."
We are dedicated to serving the needs of our national client base.
Individuals & Families
Life insurance can preserve wealth for your intended beneficiaries while providing tax-deferred cash value growth. Through tailored planning techniques and premium funding strategies, we design a custom plan built around your goals.
Business Owners
We work with closely-held businesses navigating succession, exit strategies, and the intersection of business, retirement, and estate planning. We develop a unified strategy that addresses all of these needs together.
Key Executives
The success of a business often depends on its people. We craft life insurance plans that reward key personnel and protect the business against the unexpected — without straining the corporate balance sheet.