Wealth Transfer

PRIVATE UNDERWRITING RISK EVALUATION (PURE)

With our proprietary Private Underwriting Risk Evaluation (PURE) process, Valmark underwriters gather and evaluate a suite of underwriting evidence while protecting the identity and insurability of high-end clients. The risk assessment tools, our technical expertise and carrier relationships allow for anticipation of underwriting roadblocks and proactive negotiation of solutions for the end client.

"This proprietary process is a game changer…"

“The PURE process is the secret to why Valmark consistently delivers such low rates on life insurance. This proprietary underwriting exam is a game changer for offering life insurance and gives me a distinct advantage as an agent.”

Rudy Cecchi, JD, LLM
Principal
Rudy Cecchi & Associates
Valmark Member since 1989

Creative Marketing Hub

Business Succession Roadmap

Right Fit

Life Insurance 10X

Life Assurance 360®

Private Underwriting Risk Evaluation (PURE)

The Life Settlement Advocacy Program™

The Policy Management Company

Valmark Concierge Services

Achieving Retirement Clarity™ (ARC)

Focused Planning™

Comprehensive Annuity Review and Evaluation Service™ (CARES)

The Optimized Portfolio System® (TOPS®)

The Retirement Income Survival Kit™ (RISK)

Retirement Turnkey

Valmark Wealth Solutions (VWS)

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.

CONNECT

MEMBER LOGIN
CAREERS
LEARNING CENTER
NEWS
COMPANY DISCLOSURES
PRIVACY POLICY

SOCIAL

LINKEDIN
YOUTUBE
FACEBOOK
INSTAGRAM

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
130 Springside Drive, Akron, Ohio 44333. (800) 765-5201. FINRA | SEC | SIPC |MSRB | ©2024 Valmark Financial Group | All rights reserved.