Valmark News

Valmark Advisers Celebrates $10 Billion of Assets Under Management and Advisement

Valmark Advisers, Inc., a subsidiary of Valmark Financial Group, LLC, celebrates achieving $10 billion in assets under management and advisement through its SEC-registered investment adviser. As one of the country’s top back-office firms supporting multi-disciplinary wealth management practices, Valmark traces its beginnings to 1963 as a life insurance general agency and producer group.

Valmark Financial Group Celebrates Fifth Consecutive Year of Being Honored as a Top Workplace in Northeast Ohio

Valmark Financial Group proudly announces its recognition as a 2024 Top Workplace by cleveland.com and The Plain Dealer. This marks the fifth year in a row that Valmark has received this prestigious award, highlighting the company’s consistent commitment to a thriving workplace culture.

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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