VALMARK CONCIERGE SERVICES

Valmark’s Concierge Services simplifies the life insurance process for advisors and their clients by contacting the client directly to complete the application paperwork, collect signatures and coordinate the necessary underwriting requirements. This unique approach leverages Valmark’s expertise to reduce the amount of information the agent gathers at the point of sale, removing the administrative complexity for Member Firms. Finally, the flexibility of Valmark’s Concierge Services is unmatched – providing service on a case-by-case basis, on both large and small cases and on various products including Life, Long-Term Care and Disability Insurance.