Wealth Transfer
![](https://valmarkfg.com/site/wp-content/uploads/graphic_blue_arrow-triangle-1.png)
![](https://valmarkfg.com/site/wp-content/uploads/icon_LSA.png)
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!
FinTech
![](https://valmarkfg.com/site/wp-content/uploads/FinTech_ValmarkMyCase_2.jpg)
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.
![](https://valmarkfg.com/site/wp-content/uploads/FinTech_Morningstar.jpg)
![](https://valmarkfg.com/site/wp-content/uploads/FinTech_AdvicePay.jpg)
![](https://valmarkfg.com/site/wp-content/uploads/FinTech_eMoney.jpg)
![](https://valmarkfg.com/site/wp-content/uploads/FinTech_Albridge.jpg)
![](https://valmarkfg.com/site/wp-content/uploads/FinTech_Redtail.jpg)
![](https://valmarkfg.com/site/wp-content/uploads/FinTech_Tamarac.jpg)
![](https://valmarkfg.com/site/wp-content/uploads/FinTech_Smarsh.jpg)
![](https://valmarkfg.com/site/wp-content/uploads/FinTech_Docusign.jpg)
![](https://valmarkfg.com/site/wp-content/uploads/FinTech_LaserApp.jpg)
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.