Wealth Transfer


The Policy Management Company provides Valmark Member Offices and their allied professionals with policy monitoring and management services for their clients’ in-force life insurance policies. This is accomplished through an effective combination of technology, a dedicated team of experts, and Valmark’s 50+ years of experience providing sophisticated life insurance tools and solutions for insurance professionals. The Policy Management Company manages $50M+ of annualized premium by over 165 products issued by more than 25 different carriers. To learn more about Valmark’s Policy Management Company, click here!

"Valmark’s Policy Management service allows me to conduct business from ANYWHERE…"
“Valmark’s Policy Management Company has transformed my insurance business. They track any change that affects a policy as long as it’s in force. Now I can literally service my business anywhere in the nation with a laptop and a phone call to Valmark. It’s an amazing system!”

Tom Bishop, CLU, AEP
The Bishop Company, LLC
Valmark Member since 2013


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.

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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