Wealth Transfer


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.

"The Concierge Service allows you to outsource expensive overhead…"
“The secret to running a lean operation is the life insurance Concierge service. It essentially allows you to outsource at least one really expensive hire to Valmark and avoid the headache of searching for the perfect person to bring on staff.”

Brian Hennaman, CFP
President & CEO
James River Wealth Advisors
Valmark Member since 2015


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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