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!
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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