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Marc Sheridan

Marc Sheridan

President & Founder
Sheridan Wealth Advisors
 United States
Timezone: America/New_York

Marc Sheridan founded Sheridan Wealth Advisors in 2003 and in that time has created over $200,000,000 in additional wealth for his life insurance clients through increased benefits and premium savings. He pioneered the US-trademarked Forensic Reviews of Life Insurance® process, an in-depth examination of existing policies which now extends to 8 related areas of insurance and annuities.

Beyond that, Marc has helped hundreds of families realize qualitative, quality-of-life-changing benefits they were previously unaware of, such as adding fixed-rate long-term care or preventing policies from premature lapses and soaring premiums.

He is known for his ability to explain the complicated intricacies of life insurance and annuities in straightforward, easy-to-understand language to help clients tailor which instruments and strategies are best for them based on today’s market realities.

He has been an active leader in the Bal Harbour, Florida community for 40 years. In addition to the Forensic Review series, he has authored several white papers on life insurance and annuities, copywritten strategies on charitable giving, and routinely advises estate tax planners and wealth managers nationwide.

Date & Time (EDT) Title Role
Tuesday, October 24, 2023
2:00pm - 3:00pm
Protecting Your Clients with an Employee Retention Credit Forensic Review Presenter


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