The Golden Journey: Celebrating 60 Years at Valmark Financial Group and the 25th Anniversary of The University of Akron’s Financial Planning Program
Valmark Financial Group, a pioneer in the financial services industry, is proud to commemorate its 60th anniversary, a remarkable milestone that signifies six decades of unwavering commitment to Member Firms and their clients. This extraordinary journey began with a simple, yet powerful principle centered on The Golden Rule, and a vision to elevate the level of service provided to clients through continued innovation.
The Plain Dealer Names Valmark Financial Group a Winner of the Cleveland Top Workplaces Award for the Fourth Year in a Row
Valmark Financial Group has been named a Top Workplace by The Plain Dealer for the fourth year in a row. The list is based solely on employee feedback gathered through a third party, with the results of top performers published in The Plain Dealer. The survey is anonymous and uniquely measures 15 drivers of engaged cultures that are critical to the success of any organization, including alignment, execution, and connection. This achievement comes as Valmark celebrates its 60th anniversary of “Bringing the Golden Rule to Life.”
Valmark Advisers Celebrates 20 Year Anniversary of Its TOPS® ETF Program
Valmark Advisers, Inc., a subsidiary of Valmark Financial Group, today celebrates the 20th anniversary of its popular TOPS® ETF portfolios. Twenty years ago, during a time when there were only about 100 exchange-traded funds (ETFs) available, and the idea of ETF-focused portfolios had not yet taken root, Valmark had the foresight to develop the innovative TOPS® portfolios.
Valmark Financial Group Proudly Honors Stephan R. Leimberg With the First Golden Rule Lifetime Achievement Award
Valmark Financial Group has named Stephan (Steve) R. Leimberg the first recipient of its Golden Rule Lifetime Achievement Award. The award was created to acknowledge extraordinary individuals for setting a lifetime example of what it means to “Bring the Golden Rule to Life”, a purpose that Valmark has lived by since its founding in 1963.
The Plain Dealer Names Valmark Financial Group a Winner of the Cleveland Top Workplaces Award for the Third Year in a Row
Valmark Financial Group has been named a Top Workplace by The Plain Dealer for the third year in a row. The list is based solely on employee feedback gathered through a third-party, with the results of top performers published in The Plain Dealer. The survey is anonymous and uniquely measures 15 drivers of engaged cultures that are critical to the success of any organization, including alignment, execution, and connection.
Valmark Financial Group Announces Formal Partnership With Kingdom Advisors Focused on Faith-Based Financial Advice
Valmark Financial Group today announced it has entered into a formal partnership with Kingdom Advisors. The partnership builds on Valmark’s rich history and nearly six decades of working with highly ethical financial advisors across the United States. Valmark’s new partnership with Kingdom Advisors gives financial professionals the option of combining their technical skills with their ethics and faith to serve clients’ best interest.
Larry J. Rybka, Chairman & CEO of Valmark Financial Group, Inducted Into the NAEPC Estate Planning Hall of Fame®
Valmark Financial Group today announced that the NAEPC has recognized its Chairman & CEO, Larry J. Rybka, as an inductee into the Estate Planning Hall of Fame® and as a recipient of the Accredited Estate Planner® (Distinguished) designation for 2021. This award was presented yesterday by NAEPC leadership during a special virtual award ceremony.
Valmark Advisers Launches Innovative Target Range™ Investment Strategy, Including in the Format of an Index Licensed by WisdomTree for a New WisdomTree ETF, WisdomTree Target Range Fund
Valmark Advisers, Inc. (Valmark), a subsidiary of Valmark Financial Group, LLC, today notes the launch of the WisdomTree Target Range Fund (NYSE: GTR), an actively managed ETF that seeks to provide capital appreciation, with a secondary objective of hedging risk. In pursuing its investment objectives, GTR is based on the methodology of the TOPS® Global Equity Target Range™ Index.
The Plain Dealer Names Valmark Financial Group a Cleveland Top Workplace Award Winner for the Second Year in a Row
Valmark Financial Group has been named a Top Workplace by The Plain Dealer for the second year in a row. The list is based solely on employee feedback gathered through a third-party, with the results of top performers published in the Plain Dealer. The survey is anonymous and uniquely measures 15 drivers of engaged cultures that are critical to the success of any organization, including alignment, execution, and connection.
Valmark Financial Group Adds MassMutual To Its Line-Up Of Preferred Insurance Partners
Addition of MassMutual gives Valmark member firms access to more options for meeting clients’ unique needs from a strong company committed to policyholders
Valmark Financial Group Launches Its TOPS® ETF Portfolios Within John Hancock’s Suite Of Variable Insurance Solutions
Valmark Financial Group today announced the launch of its TOPS® ETF Portfolios as investment options within the variable life insurance solutions offered by John Hancock. The addition of John Hancock further solidifies TOPS® as the leading independent provider of ETF Portfolios within the life insurance and annuity market. Since its founding, Valmark has been at the intersection of the life insurance and investment world, and now, with almost 20 years of experience, TOPS® is one of the longest running managers of ETF portfolios in the U.S.
Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors
Valmark Financial Group announced today the launch of a client and advisor-friendly eSignature process that leverages its exclusive MyCase platform. The new system provides independent financial advisors affiliated with Valmark Financial Group the ability to open and service accounts electronically with multiple vendors without the administrative hassles required by other industry solutions
The Plain Dealer Names Valmark Financial Group A Winner Of The Cleveland Top Workplaces 2020 Award
Valmark Financial Group has been awarded a Top Workplaces 2020 honor by The Plain Dealer. Valmark ranked 12th among 100 reputable companies in the Northeast Ohio small business space to be recognized as a Top Workplace.
Valmark Financial Group Launches Life Insurance Fulfillment Tool™ (LIFT™)
As the life insurance industry navigates complexities, Valmark invests in expanded toolkit for simplifying the client-advisor experience with electronic and remote processing for life insurance
Valmark Financial Group Announces New Board Member
Valmark Financial Group today announced the appointment of Kristin M. Ferguson, an insurance industry veteran with almost two decades of experience, to the company’s Board of Directors
Valmark Financial Group Strengthens Partnership With Lincoln Financial Group to Offer a Robust ETF Portfolio Solution Within Variable Universal Life and Variable Annuity Products
Expanded partnership brings added value to clients through new product availability — combining features that are both in high demand and offer professional ETF portfolio management
Valmark Financial Group Well Positioned For Industry-Wide Implementation Of Best Interest Standard For Life Insurance Through End-To-End Suite Of Innovative Service Offerings
Regulation 187 and the CFP Board are changing suitability standards for life insurance and annuity transactions, prompting the industry to significantly alter the delivery of life insurance products to demonstrate recommendations are in fact in clients’ best interests
Valmark Financial Group Appoints Ken Ehinger As Vice President, Strategic Initiatives
Newly created role builds upon Valmark’s core value of building lasting, mutually beneficial partnerships
Valmark Policy Management Company Recognized For Innovative Approach To Managing Life Insurance Policies
Ongoing, active monitoring and management of in force policies is changing the advisor-client relationship experience
Valmark Financial Group and Sequoia Financial Group Announce Innovative Joint Venture to Revolutionize the Life Insurance Industry
Joint venture to create a seamless, end-to-end experience for advisors and their clients when searching for, obtaining and preserving a life insurance policy
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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