Wealth Transfer Tools


Our uniquely designed LA360® process is the industry’s first, fully-integrated, end-to-end life insurance planning model. This client-centered approach educates on the trade-offs of life insurance, allowing for the best match of policies with clients’ needs, and provides private underwriting services and a plan for ongoing management. Also leveraging a unique combination of Valmark’s 50+ years of experience in providing life insurance and sophisticated tools for wealth advisors, LA 360® revolutionizes the planning process for life insurance professionals.

"Our capacity to write policies has quadrupled…"

“The team at Valmark has quadrupled our capacity to write more policies. I can do 3-4 life insurance case designs per day as a result of all the resources their people provide. They collaborate to tailor each case to the client, they run the numbers, and manage the medical underwriting.”

Tate Groome, CFP, CLU
Co-CEO & Director of Insurance Strategies
Colton Groome & Company
Valmark Member since 2002


Valmark works with a number of top industry partners to augment, streamline and digitize financial services for our Member Firms and their clients. Below is a short list of just a few of the vendors we partner with to help maximize the advisor-client experience.

Streamline your back-office operations using our proprietary platform for processing new business and service items digitally, including the ability to make financial planning requests and track in-progress cases.

Provide your clients with an enhanced level of service through this one-stop solution for detailed investment research, risk tolerance, and financial planning.
Streamline your process for collecting consulting and financial planning fees through this electronic fee-for-service billing solution.
Deliver comprehensive financial planning no matter how complex your client’s situation is using a single portal with a birds-eye view of aggregated account data for each client.
Enhance your client-facing services using this data aggregation software for your entire book of business along with client-approved performance reporting capabilities.
Store client data and run workflows seamlessly with this financial services-focused Client Relationship Management (CRM) system.
Audit quarterly billing and run ad-hoc performance reports on Valmark Wealth Solutions accounts.
Grow your firm through email and social media engagement with Smarsh’s compliance-friendly archiving solution.
Quickly and easily gather client signatures through eSignature software.
Save time processing paperwork through this forms generation software that quickly and easily populates forms with client data.

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
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