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.
"The Concierge Service allows you to outsource expensive overhead…"
Brian Hennaman, CFP
President & CEO
James River Wealth Advisors
Valmark Member since 2015
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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