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…"
Rudy Cecchi, JD, LLM
Rudy Cecchi & Associates
Valmark Member since 1989
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.
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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