Wealth Transfer

OPPORTUNITY ENGINE™

Valmark’s Opportunity Engine™ is a proprietary, AI-enabled solution designed to help financial professionals deliver more proactive, personalized service to their clients—always supported by experienced human oversight.

By intelligently analyzing complex data through specialized filters and proven business logic, the Opportunity Engine transforms information into clear, actionable insights. These insights empower financial professionals to better understand clients’ existing product details and identify thoughtful alternative opportunities as life circumstances, goals, and objectives change.

The result is a more streamlined, efficient approach to ongoing analysis and servicing—one that helps protect policyholder interests, supports informed decision-making, and ultimately improves client outcomes by keeping financial strategies aligned with what matters most to them.

  • Operational
  • Wealth Management
  • Wealth Transfer
Valmark's Opportunity Engine™
Valmark Concierge Services
The Policy Management Company
The Life Settlement Advocacy Program™
Private Underwriting Risk Evaluation (PURE)
Life Assurance 360®
Life Insurance 10X
Valmark Wealth Solutions (VWS)
Retirement Turnkey
The Retirement Income Survival Kit™ (RISK)
The Optimized Portfolio System® (TOPS®)
Comprehensive Annuity Review and Evaluation Service™ (CARES)
Focused Planning™
Achieving Retirement Clarity™ (ARC)
Right Fit
Creative Marketing Hub
Business Succession Roadmap

FinTech

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.

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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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