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James Dawson is the Director of Life Settlements for our partner, Valmark Financial Group. James is responsible for managing the day-to-day operations of the life settlement business. This includes establishing and implementing new processes and procedures, directing and facilitating the sale of policies from the initial offering through the formal case submission and acting as an escalation resource for complex and technical life settlement issues. He works to find ways to simplify the life settlement transaction process and improve efficiencies. Above all, Mr. Dawson is passionate about delivering the best possible experience for our clients. Mr. Dawson earned a BBA in Financial Planning from the University of Akron, graduating Summa Cum Laude. He also holds Ohio Life, Health, Accident and Variable licenses, Series 7, 24 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER\u2122 professional and Chartered Life Underwriter (CLU) professional.<\/p>\n
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OUR STORY<\/a> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”CONNECT” _builder_version=”4.16″ text_text_color=”#002536″ text_font_size=”13″ text_line_height=”2.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”|||0px” use_border_color=”off” global_colors_info=”{}”]<\/p>\n MEMBER LOGIN<\/a><\/span> [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”SOCIAL” _builder_version=”4.16″ text_text_color=”#002536″ text_font_size=”13″ text_line_height=”2.6em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”|||0px” use_border_color=”off” global_colors_info=”{}”]<\/p>\n LINKEDIN<\/a><\/span> \u00a0<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,2_3″ disabled_on=”on|on|on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ background_image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/spacer_white.png” custom_padding=”0px|0px|0px|0px” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Follow Valmark on Social” _builder_version=”4.16″ custom_padding=”35px|||” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”SOCIAL FOLLOWS” _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n [et_social_follow icon_style=”slide” icon_shape=”rounded” icons_location=”top” col_number=”3″ custom_colors=”true” bg_color=”#eaeaeb” bg_color_hover=”#eaeaeb” icon_color=”#022033″ icon_color_hover=”#004f60″ outer_color=”light” network_names=”true”]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”FOOTER – FINE PRINT” _builder_version=”4.17.4″ text_text_color=”#002536″ text_font_size=”12″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”0px|||” custom_margin_tablet=”” custom_margin_phone=”-30px|||” custom_margin_last_edited=”on|phone” custom_padding=”0px|||” custom_padding_tablet=”” custom_padding_phone=”” custom_padding_last_edited=”on|phone” use_border_color=”off” global_colors_info=”{}”]<\/p>\n Securities offered through Valmark Securities, Inc. Member FINRA\/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<\/span>","protected":false},"excerpt":{"rendered":" James Dawson, CFP\u00ae, CLU Director, Life Settlements James Dawson is the Director of Life Settlements for our partner, Valmark Financial Group. James is responsible for managing the day-to-day operations of the life settlement business. This includes establishing and implementing new processes and procedures, directing and facilitating the sale of policies from the initial offering through the formal case submission and acting as an escalation resource for complex and technical life settlement issues. He works to find ways to simplify the life settlement transaction process and improve efficiencies. Above all, Mr. Dawson is passionate about delivering the best possible experience for our clients. Mr. Dawson earned a BBA in Financial Planning from the University of Akron, graduating Summa Cum Laude. He also holds Ohio Life, Health, Accident and Variable licenses, Series 7, 24 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER\u2122 professional and Chartered Life Underwriter (CLU) professional. MENU OUR STORYSERVICES MEMBER FIRMS INNOVATIONSCONNECT MEMBER LOGIN CAREERS NEWS COMPANY DISCLOSURES PRIVACY POLICYSOCIAL LINKEDIN TWITTERYOUTUBEFACEBOOKINSTAGRAM \u00a0Follow Valmark on Social[et_social_follow icon_style=”slide” icon_shape=”rounded” icons_location=”top” col_number=”3″ custom_colors=”true” bg_color=”#eaeaeb” bg_color_hover=”#eaeaeb” icon_color=”#022033″ icon_color_hover=”#004f60″ outer_color=”light” network_names=”true”]Securities offered through Valmark Securities, Inc. Member FINRA\/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.130 […]<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":41,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-225765","page","type-page","status-publish","hentry"],"yoast_head":"\n
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INNOVATIONS<\/a><\/span>
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130 Springside Drive, Akron, Ohio 44333. (800) 765-5201.\u00a0FINRA<\/a><\/span> | SEC<\/a><\/span> | SIPC<\/a><\/span> |MSRB<\/a>\u00a0<\/span> | \u00a0\u00a92026 Valmark Financial Group | All rights reserved.<\/p>\n