Bill Heidt's Colleagues at Trumark Insurance & Financial Services
Bill Heidt's Contact Details
925-648-4700
Trumark Insurance & Financial Services
Bill Heidt's Company Details
Trumark Wholesale Insurance Services works with financial advisors, property & casualty firms and life agents to provide their clients with advanced life, long-term care and disability insurance planning with a goal of ensuring that the best possible solution for the client is realized. With a team having extensive backgrounds in the insurance industry as well as the tax departments of Big 4 accounting firms and the tax and estate planning departments of major law firms, Trumark is uniquely positioned to identify the appropriate estate, retirement or business planning solution based on each client's unique goals and to work with the client's legal, accounting and financial advisors to ensure it is appropriately implemented and evaluated. Trumark's underwriting team has established deep relationships with the underwriters at over a dozen major insurance companies enabling clients to obtain superior offers for coverage from highly rated carriers based on an extensive search of the market.