Wealth Transfer

THE LIFE SETTLEMENT ADVOCACY PROGRAM™

The Life Settlement Advocacy Program™ ensures the safety of clients and advisors by treating a life settlement as a security transaction. Accordingly, Valmark developed a unique compliance-oriented marketing system called The Life Settlement Advocacy Program™ to guide Members through a life settlement transaction and to ultimately provide the highest level of value for a client’s policy. To learn more about our Life Settlements Advocacy Program, click here!

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  • Wealth Transfer
Business Succession Roadmap
Creative Marketing Hub
Right Fit
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)
Life Insurance 10X
Life Assurance 360®
Private Underwriting Risk Evaluation (PURE)
The Life Settlement Advocacy Program™
The Policy Management Company
Valmark Concierge Services

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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