RESOURCE LIBRARY
Guidance you can keep, reference, and share.
Proprietary guides, planning frameworks, and reference materials from the Heirmark team. Built for clients, families, and the advisors who work alongside them.
All
Estate Tax Liquidity
Tax-Free Income
Income Replacement
Charitable Giving
Multi-Generational Planning
Estate Equalization
Increasing ROI
Business Succession
Key Person Coverage
Executive Fringe Benefits
Connelly Decision
Premium Financing
Split Dollar
Life Insurance Trusts
Gift Tax Exemption
Life Settlements
Policy Loan Rescue
Repurposing a Policy
Paid Up Policy
Term Conversion
Policy Surrender
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.
Client Guide
Business Planning Workbook
A comprehensive workbook to help business owners and their advisors conduct a review of their life insurance portfolio.
Advisor Guide
Insurance Discussion Prompts: Business Succession
Insurance discussion prompts to begin a meaningful client conversation about business succession.
Advisor Guide
Insurance Discussion Prompts: Charitable Giving
Insurance discussion prompts to begin a meaningful client conversation about charitable giving.
Advisor Guide
Insurance Discussion Prompts: Connelly Decision
Insurance discussion prompts to begin a meaningful client conversation about the Connelly decision.
Advisor Guide
Insurance Discussion Prompts: Estate Equalization
Insurance discussion prompts to begin a meaningful client conversation about estate equalization.
Advisor Guide
Insurance Discussion Prompts: Estate Tax Liquidity
Insurance discussion prompts to begin a meaningful client conversation about estate tax liquidity.
Advisor Guide
Insurance Discussion Prompts: Executive Fringe Benefits
Insurance discussion prompts to begin a meaningful client conversation about executive fringe benefits.
Advisor Guide
Insurance Discussion Prompts: Gift Tax Exemption
Insurance discussion prompts to begin a meaningful client conversation about the gift tax exemption.
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.
Client Guide
Business Planning Workbook
A comprehensive workbook to help business owners and their advisors conduct a review of their life insurance portfolio.
Advisor Guide
Insurance Discussion Prompts: Business Succession
Insurance discussion prompts to begin a meaningful client conversation about business succession.
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.
Client Guide
Business Planning Workbook
A comprehensive workbook to help business owners and their advisors conduct a review of their life insurance portfolio.
Advisor Guide
Insurance Discussion Prompts: Business Succession
Insurance discussion prompts to begin a meaningful client conversation about business succession.
Advisor Guide
Insurance Discussion Prompts: Charitable Giving
Insurance discussion prompts to begin a meaningful client conversation about charitable giving.
Advisor Guide
Insurance Discussion Prompts: Connelly Decision
Insurance discussion prompts to begin a meaningful client conversation about the Connelly decision.
Advisor Guide
Insurance Discussion Prompts: Estate Equalization
Insurance discussion prompts to begin a meaningful client conversation about estate equalization.
Advisor Guide
Insurance Discussion Prompts: Estate Tax Liquidity
Insurance discussion prompts to begin a meaningful client conversation about estate tax liquidity.
Advisor Guide
Insurance Discussion Prompts: Executive Fringe Benefits
Insurance discussion prompts to begin a meaningful client conversation about executive fringe benefits.
Advisor Guide
Insurance Discussion Prompts: Gift Tax Exemption
Insurance discussion prompts to begin a meaningful client conversation about the gift tax exemption.
Advisor Guide
Insurance Discussion Prompts: Income Replacement
Insurance discussion prompts to begin a meaningful client conversation about income replacement.