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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The Life Settlement Advocacy Program™

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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.

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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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Wealth Transfer

THE LIFE SETTLEMENT ADVOCACY PROGRAM™

FinTech

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