Need a Second Look?

Introducing Heirmark's

20/20 Insurance Reviews

See Clearly

Understand an existing life insurance plan: how it works, how it is funded and how it will perform. Many affluent families and business owners lack the appropriate guidance and information when it comes to managing their life insurance.

Fee-Only

The Heirmark 20/20 Insurance Review educates policyholders and their advisors about an existing life insurance plan on a fee-only basis. This design provides an expert, third-party review of an existing life insurance plan, without the bias towards replacing a policy with a new, commissionable product.

Let's Take a Look

This program can be a great fit for policyholders with life insurance that hasn't been reviewed in a couple of years, or simply needs a “check-up.” It may also be of benefit to whole life policyholders, as many major whole life providers continue to reduce dividend rates.