Valmark is open for business and ready to assist our Member Firms and their clients\u2026 READ MORE ><\/a><\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ inner_shadow=”on” custom_padding_last_edited=”on|desktop” next_background_color=”#FFFFFF” admin_label=”SECTION: Header” _builder_version=”4.16″ background_color=”#ffffff” background_image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/SITE_IMAGES_LRG_1920X1060_MemberFirms-HDR-v2.jpg” parallax=”on” parallax_method=”off” inner_width_tablet=”50px” inner_max_width_tablet=”100px” inner_max_width_phone=”50px” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” bottom_divider_style=”triangle” bottom_divider_height=”60px” bottom_divider_flip=”vertical” z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” collapsed=”on” global_colors_info=”{}”][et_pb_row padding_mobile=”off” column_padding_mobile=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||0px|” custom_padding=”||0px|” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” _builder_version=”4.16″ height=”25vh” z_index_tablet=”500″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]<\/p>\n
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type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HEADER – Who We Serve” _builder_version=”4.16″ text_text_color=”#839baa” text_font_size=”24″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” module_alignment=”center” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n
Who We Serve<\/h1>\n
A Community of Leaders<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” disabled_on=”off|off|off” admin_label=”SECTION: Who We Are” _builder_version=”4.16″ background_color=”#e9e9e9″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” collapsed=”on” global_colors_info=”{}”][et_pb_row padding_mobile=”off” column_padding_mobile=”off” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text disabled_on=”on|on|on” admin_label=”HEADER – Who We Serve” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” module_alignment=”center” custom_margin=”|0px||0px” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|phone” custom_padding=”|0px||0px” use_border_color=”off” border_color=”#ffffff” border_style=”solid” disabled=”on” global_colors_info=”{}”]<\/p>\n
Who We Serve<\/h1>\n
[\/et_pb_text][et_pb_text admin_label=”BODY – Who We Serve” _builder_version=”4.17.4″ text_font=”Lato||||” text_text_color=”#717171″ text_font_size=”21″ header_font_size=”28px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||0px||false|false” custom_padding=”|100px|0px|100px|false|false” custom_padding_tablet=”|0px|0px|0px” custom_padding_phone=”” custom_padding_last_edited=”on|desktop” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n
Valmark is the broker-dealer of choice for advisors who seek true independence and robust support for their offerings in life insurance, securities and investment advisory. Valmark integrates these areas into a blended value offering for 3 distinct markets.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”4″ column_padding_mobile=”on” module_class=” et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth et_pb_row_fullwidth” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”86%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”86%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” make_fullwidth=”on” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Insurance Specialty Firms” image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/images_circular_MemberFirms-01_2022-0531.jpg” image_icon_width=”none” admin_label=”Insurance Specialty Firms” module_class=”circular” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width_tablet=”50px” animation=”bottom” z_index_tablet=”500″ header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” body_text_shadow_horizontal_length_tablet=”0px” body_text_shadow_vertical_length_tablet=”0px” body_text_shadow_blur_strength_tablet=”1px” body_link_text_shadow_horizontal_length_tablet=”0px” body_link_text_shadow_vertical_length_tablet=”0px” body_link_text_shadow_blur_strength_tablet=”1px” body_ul_text_shadow_horizontal_length_tablet=”0px” body_ul_text_shadow_vertical_length_tablet=”0px” body_ul_text_shadow_blur_strength_tablet=”1px” body_ol_text_shadow_horizontal_length_tablet=”0px” body_ol_text_shadow_vertical_length_tablet=”0px” body_ol_text_shadow_blur_strength_tablet=”1px” body_quote_text_shadow_horizontal_length_tablet=”0px” body_quote_text_shadow_vertical_length_tablet=”0px” body_quote_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” box_shadow_horizontal_image_tablet=”0px” box_shadow_vertical_image_tablet=”0px” box_shadow_blur_image_tablet=”40px” box_shadow_spread_image_tablet=”0px” text_shadow_horizontal_length_tablet=”0px” text_shadow_vertical_length_tablet=”0px” text_shadow_blur_strength_tablet=”1px” use_border_color=”off” image_max_width=”none” global_colors_info=”{}”]<\/p>\n
Our five decades of experience working with the top tier of wealth transfer firms gives us unique strengths and understanding in how to build and sustain successful independent insurance practices. We have grown into one of the nation\u2019s leading independent insurance buying cooperatives for our Member Firms with an estimated $70 billion of in-force life insurance and $8 billion of life insurance cash value. This combined buying power gives Members preferred access and leverage to negotiate the best arrangements on behalf of their clients.<\/p>\n
[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Multi-disciplinary Wealth Management Firms” image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/images_circular_MemberFirms-02_2022-0531.jpg” image_icon_width=”none” admin_label=”Multi-disciplinary Wealth Management Firms” module_class=”circular” _builder_version=”4.25.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” animation=”bottom” use_border_color=”off” border_color=”#ffffff” border_style=”solid” image_max_width=”none” global_colors_info=”{}”]<\/p>\n
The fastest growing segment of our business is independent financial advisors who wish to incorporate fee-based asset management, investments from a broker-dealer, and fixed and variable life and annuity products. Our strongest value proposition is how we help advisors integrate all three of these distinct offerings into a single platform. Our success with our industry leading TOPS\u00ae and ACCESS\u2122 programs gives Members the choice of Pershing and Schwab as platforms for managing their clients\u2019 investment portfolios.<\/p>\n
[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb title=”Multi-disciplinary CPA Practice Firms” image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/images_circular_MemberFirms-03_2022-0531.jpg” image_icon_width=”none” admin_label=”Multi-disciplinary CPA Practice Firms” module_class=”circular” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” animation=”bottom” use_border_color=”off” border_color=”#ffffff” border_style=”solid” image_max_width=”none” global_colors_info=”{}”]<\/p>\n
Valmark is a recognized pioneer in integrating financial services into CPA practices. \u00a0In fact, Valmark has the greatest market share of the top 50 CPA wealth management practices in the U.S. While other firms may specialize in working with \u201caccountants\u201d, there is a world of difference in serving larger, multi-producer wealth management practices inside top CPA firms. Our experience in customizing platforms, contracts and systems for these businesses is what sets us apart.<\/p>\n
[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_2,1_4″ padding_mobile=”off” column_padding_mobile=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”0px||0px|” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_slider show_arrows=”off” show_pagination=”off” disabled_on=”on|on|on” admin_label=”TESTIMONIAL” module_class=”custom-slider” _builder_version=”4.16″ body_font=”Lato||||” body_text_color=”#002536″ custom_padding=”0px|0px||0px” custom_padding_tablet=”|||” custom_padding_phone=”|||” custom_css_slide_title=”padding: 30px; border: 1px solid #ADABAC; border-radius: 20px; margin-top: -20px; z-index: 0; margin-bottom: 20px;” custom_css_slide_image=”padding-bottom: 0px; margin-bottom: -20px; z-index: 1;” top_padding=”0px” remove_inner_shadow=”on” hide_content_on_mobile=”off” hide_cta_on_mobile=”off” show_inner_shadow=”off” button_letter_spacing_hover=”0″ disabled=”on” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_text_size__hover=”null” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_text_color__hover_enabled=”off” button_text_color__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_border_width__hover_enabled=”off” button_border_width__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_border_color__hover_enabled=”off” button_border_color__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” button_border_radius__hover_enabled=”off” button_border_radius__hover=”null” button_one_border_radius__hover_enabled=”off” button_one_border_radius__hover=”null” button_two_border_radius__hover_enabled=”off” button_two_border_radius__hover=”null” button_letter_spacing__hover_enabled=”on” button_letter_spacing__hover=”0″ button_one_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover=”null” button_two_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover=”null” button_bg_color__hover_enabled=”off” button_bg_color__hover=”null” button_one_bg_color__hover_enabled=”off” button_one_bg_color__hover=”null” button_two_bg_color__hover_enabled=”off” button_two_bg_color__hover=”null”][et_pb_slide heading=”\u201cValmark is the pre-eminent broker dealer for hybrid firms (multi-disciplinary, selling life insurance AND securities). Other firms may say they service both sides of your business, but they usually are very inadequate in one or the other. Valmark services life insurance as well as ANYONE in the industry, and they have robust capabilities on the investment side, plus they offer TOPS\u00ae, which really rounds out the offering.\u201c” image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/graphic_quote_lightgrey.png” use_bg_overlay=”off” use_text_overlay=”off” arrows_custom_color=”#ffffff” admin_title=”Mark Chandik” _builder_version=”4.16″ header_font=”Lato||||” header_font_size=”18″ header_line_height=”1.6em” body_font=”Lato||||” body_font_size=”12″ body_line_height=”1em” background_color=”rgba(255,255,255,0)” button_icon_placement=”right” button_on_hover=”on” background_layout=”light” header_font_size_tablet=”24″ header_font_size_phone=”14″ header_font_size_last_edited=”on|phone” header_line_height_tablet=”1.6em” header_line_height_phone=”1.6em” body_font_size_tablet=”12″ body_font_size_phone=”12″ body_line_height_tablet=”1em” body_line_height_phone=”1em” custom_css_slide_image=”padding-bottom: 0px; max-width: 75px;” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” sticky_transition=”on”]Mark Chandik, CLU, ChFC, AIF
\nPresident
\nFDP Wealth Management
\nValmark Member since 2011[\/et_pb_slide][\/et_pb_slider][et_pb_slider show_arrows=”off” show_pagination=”off” disabled_on=”on|on|on” admin_label=”TESTIMONIAL – TABLET” module_class=”custom-slider2″ _builder_version=”4.16″ body_font=”Lato||||” body_text_color=”#002536″ custom_padding=”0px|0px||0px” custom_padding_tablet=”80px|||” custom_padding_phone=”|||” custom_css_slide_title=”padding: 30px; border: 1px solid #ADABAC; border-radius: 20px; margin-top: -20px; z-index: 0; margin-bottom: 20px;” custom_css_slide_image=”padding-bottom: 0px; margin-bottom: -20px; z-index: 1;” top_padding=”0px” top_padding_tablet=”80px” top_padding_phone=”” top_padding_last_edited=”on|tablet” remove_inner_shadow=”on” hide_content_on_mobile=”off” hide_cta_on_mobile=”off” show_inner_shadow=”off” button_letter_spacing_hover=”0″ disabled=”on” saved_tabs=”all” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_text_size__hover=”null” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” button_two_text_size__hover_enabled=”off” button_two_text_size__hover=”null” button_text_color__hover_enabled=”off” button_text_color__hover=”null” button_one_text_color__hover_enabled=”off” button_one_text_color__hover=”null” button_two_text_color__hover_enabled=”off” button_two_text_color__hover=”null” button_border_width__hover_enabled=”off” button_border_width__hover=”null” button_one_border_width__hover_enabled=”off” button_one_border_width__hover=”null” button_two_border_width__hover_enabled=”off” button_two_border_width__hover=”null” button_border_color__hover_enabled=”off” button_border_color__hover=”null” button_one_border_color__hover_enabled=”off” button_one_border_color__hover=”null” button_two_border_color__hover_enabled=”off” button_two_border_color__hover=”null” button_border_radius__hover_enabled=”off” button_border_radius__hover=”null” button_one_border_radius__hover_enabled=”off” button_one_border_radius__hover=”null” button_two_border_radius__hover_enabled=”off” button_two_border_radius__hover=”null” button_letter_spacing__hover_enabled=”on” button_letter_spacing__hover=”0″ button_one_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover=”null” button_two_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover=”null” button_bg_color__hover_enabled=”off” button_bg_color__hover=”null” button_one_bg_color__hover_enabled=”off” button_one_bg_color__hover=”null” button_two_bg_color__hover_enabled=”off” button_two_bg_color__hover=”null”][et_pb_slide heading=”\u201cValmark is the pre-eminent broker dealer for hybrid firms (multi-disciplinary, selling life insurance AND securities). Other firms may say they service both sides of your business, but they usually are very inadequate in one or the other. Valmark services life insurance as well as ANYONE in the industry, and they have robust capabilities on the investment side, plus they offer TOPS\u00ae, which really rounds out the offering.\u201c” image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/graphic_quote_lightgrey.png” use_bg_overlay=”off” use_text_overlay=”off” arrows_custom_color=”#ffffff” admin_title=”Mark Chandik” _builder_version=”4.16″ header_font=”Lato||||” header_font_size=”18″ header_line_height=”1.6em” body_font=”Lato||||” body_font_size=”12″ body_line_height=”1em” background_color=”rgba(255,255,255,0)” button_icon_placement=”right” button_on_hover=”on” background_layout=”light” header_font_size_tablet=”14″ header_font_size_phone=”14″ header_font_size_last_edited=”on|tablet” header_line_height_tablet=”1.6em” header_line_height_phone=”1.6em” body_font_size_tablet=”12″ body_font_size_phone=”12″ body_line_height_tablet=”1em” body_line_height_phone=”1em” custom_css_slide_image=”padding-bottom: 0px; max-width: 75px;” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off” sticky_transition=”on”]Mark Chandik, CLU, ChFC, AIF
\nPresident
\nFDP Wealth Management
\nValmark Member since 2011
\n[\/et_pb_slide][\/et_pb_slider][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/graphic_quote_grey.png” title_text=”graphic_quote_grey” align=”center” admin_label=”TESTIMONIAL FIX – Image Gray” _builder_version=”4.15.1″ _module_preset=”default” z_index=”1″ width=”74px” module_alignment=”center” custom_margin=”||-20px||false|false” custom_padding=”||0px||false|false” global_module=”6839″ saved_tabs=”all” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”TESTIMONIAL FIX – Body Copy (TEXT VERSION)” _builder_version=”4.17.4″ _module_preset=”default” text_font=”Lato||||||||” text_text_color=”#002436″ text_font_size=”18px” text_line_height=”1.6em” background_color=”#e9e9e9″ text_orientation=”center” custom_margin=”|30px|20px|30px|false|false” custom_margin_tablet=”|30px|20px|30px|false|false” custom_margin_phone=”|20px||20px|false|false” custom_margin_last_edited=”on|phone” custom_padding=”30px|30px|30px|30px|false|false” text_font_size_tablet=”18px” text_font_size_phone=”16px” text_font_size_last_edited=”on|tablet” text_line_height_tablet=”1.6em” text_line_height_phone=”1.4em” text_line_height_last_edited=”on|phone” border_radii=”on|25px|25px|25px|25px” border_width_all=”1px” border_color_all=”#adabac” global_colors_info=”{}”]<\/p>\n
\u201cValmark is the best BGA and Broker-Dealer in our industry. They lead the field in the most important factor when doing business, which is integrity. I regret not coming to Valmark sooner, but better late than never. Valmark has all the pieces to the puzzle and has exceeded my expectations. Everyone I work with is genuine and responsive to my needs. It is a true partnership and feels like home!\u201d<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”TESTIMONIAL FIX – Title (TEXT VERSION)” _builder_version=”4.17.4″ _module_preset=”default” text_font=”Lato||||||||” text_text_color=”#002436″ text_font_size=”12px” text_line_height=”1.2em” text_orientation=”center” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}”]<\/p>\n
Michael O\u2019Donnel
Estate Partners, LLC
Member since 2021<\/p>\n
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Why Members Choose Valmark as their Business Partner<\/h1>\n
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