Wealth Management

THE RETIREMENT INCOME SURVIVAL KIT™ (RISK)

The RISK Process™ is intended to help clients manage and preserve wealth after retirement with an emphasis on guarding against post-retirement risks. Designed to help simplify the complexity of retirement income planning, The RISK Process™ uses a wide array of customizable tools and our other unique processes to enable advisors to guide clients through an organized and holistic planning process for managing their wealth in retirement. In fact, since RISK was launched in 2010, Valmark has recognized over 30% annualized growth in the utilization of its planning processes.

"These unique processes have increased our capacity to write new business…."

“Without a doubt, the unique processes that Valmark has developed increase our capacity to write new business: RISK, ARC, PURE, LA 360.”

Tate Groome, CFP, CLU
Co-CEO & Director of Insurance Strategies
Colton Groome & Company
Valmark Member since 2002

Creative Marketing Hub

Business Succession Roadmap

Right Fit

Life Insurance 10X

Life Assurance 360®

Private Underwriting Risk Evaluation (PURE)

The Life Settlement Advocacy Program™

The Policy Management Company

Valmark Concierge Services

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

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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