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global_colors_info=”{}”][\/et_pb_image][\/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 – Three Circles, Many Services” _builder_version=”4.16″ background_color=”#ffffff” custom_margin=”||0px||false|false” custom_padding=”10px||0px||false|false” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” collapsed=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/VALM_BringTheGoldenRuleToLifeTM_stacked_820x471.png” title_text=”VALM_BringTheGoldenRuleToLifeTM_stacked_820x471″ align=”center” disabled_on=”on|on|on” admin_label=”IMAGE – Logo & Golden Rule ” _builder_version=”4.19.5″ _module_preset=”default” width=”23%” width_tablet=”28%” width_phone=”50%” width_last_edited=”on|tablet” disabled=”on” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”HEADER – The Best Of All Worlds” _builder_version=”4.17.4″ text_text_color=”#839baa” text_font_size=”24″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” module_alignment=”center” custom_padding=”30px||||false|false” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n
Services<\/h1>\n
Integrating Three Circles
of Financial Solutions on One Platform<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ disabled_on=”off|off|off” _builder_version=”4.16″ _module_preset=”default” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/3-Circle-Venn_VAL_R3_1920x1986.png” title_text=”3-Circle-Venn_VAL_R2-01_1920x1986″ _builder_version=”4.19.5″ _module_preset=”default” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ width=”100%” max_width=”100%” z_index_tablet=”0″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”10px||||false|false” custom_padding_tablet=”30px||||false|false” custom_padding_phone=”30px||||false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{}”][\/et_pb_text][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/graphic_quote_lightgrey.png” title_text=”graphic_quote_lightgrey” align=”center” admin_label=”TESTIMONIAL FIX – Image Light 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=”6852″ locked=”off” 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=”#FFFFFF” 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 pre-eminent broker dealer for hybrid firms (multi-disciplinary, selling life insurance AND investment products). 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<\/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=”{}”]Mark Chandik, CLU, ChFC, AIF
\nFDP Wealth Management
\nMember since 2011
\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|off” admin_label=”ACCORDIAN – 2022-0609 (DESKTOP)” _builder_version=”4.19.5″ _module_preset=”default” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” background_color=”#2e4c5b” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” background_color=”#16242b” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_TheUsual_309x45.jpg” title_text=”ACCORDIAN_TheUsual_309x45″ align=”center” _builder_version=”4.16″ _module_preset=”default” background_color=”#16242b” width=”75%” max_width=”75%” custom_margin=”0px||0px||false|false” custom_padding=”15px||15px||false|false” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” background_color=”#16242b” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_TheUnusual_309x45.jpg” title_text=”ACCORDIAN_TheUnusual_309x45″ align=”center” _builder_version=”4.16″ _module_preset=”default” background_color=”#16242b” width=”75%” max_width=”75%” custom_margin=”0px||0px||false|false” custom_padding=”15px||15px||false|false” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” background_color=”#16242b” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_TheUnique_309x45.jpg” title_text=”ACCORDIAN_TheUnique_309x45″ align=”center” _builder_version=”4.16″ _module_preset=”default” background_color=”#16242b” width=”75%” max_width=”75%” custom_margin=”0px||0px||false|false” 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_module_preset=”default” background_color=”#cfcfcf” custom_margin=”0px||||false|false” custom_padding=”20px||20px||false|false” border_width_all=”0px” global_colors_info=”{}”][et_pb_accordion_item title=”**CLOSED** Code in CSS Main Element” open=”on” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” custom_css_main_element=”display: none; ” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”][\/et_pb_accordion_item][et_pb_accordion_item title=”Full broker-dealer services” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]A broad offering of securities and investments.[\/et_pb_accordion_item][et_pb_accordion_item title=”Diversified (non-proprietary) product offering” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Includes extensive lineups of mutual funds, exchange traded funds, annuities, retirement plans, 529 plans, life insurance products and a variety of other solutions.[\/et_pb_accordion_item][et_pb_accordion_item title=”Registered investment advisory services” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Offering fee-based solutions, no-load funds, separately managed accounts, third party asset managers, financial planning and robust platforms for trading, reporting, and managing your advisory business.[\/et_pb_accordion_item][et_pb_accordion_item title=”Comprehensive errors & omissions coverage” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]For all business lines with broad coverages and competitive rates.[\/et_pb_accordion_item][et_pb_accordion_item title=”National availability, access & licensing” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Products and services enabling you to serve clients all over the country.[\/et_pb_accordion_item][et_pb_accordion_item title=”Robust financial technology (FINTECH) offerings” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Includes web portals, apps and other media that integrate various business lines into consolidated dashboards for both you, as the advisor running your practice, and your clients, to access their accounts online.[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_Graphic_2.png” title_text=”ACCORDIAN_Graphic_2″ align=”center” _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” width=”25%” max_width=”25%” module_alignment=”center” custom_margin=”0px||0px||false|false” custom_padding=”15px||0px||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_accordion admin_label=”Accordion – Column 2″ module_class=”pa-accordion-icon-left” _builder_version=”4.17.4″ _module_preset=”default” background_color=”#cfcfcf” custom_margin=”0px||||false|false” custom_padding=”20px||20px||false|false” border_width_all=”0px” global_colors_info=”{}”][et_pb_accordion_item title=”**CLOSED** Code in CSS Main Element” open=”on” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” custom_css_main_element=”display: none; ” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”][\/et_pb_accordion_item][et_pb_accordion_item title=”Fully staffed professional teams” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
Valmark has teams within the broker-dealer, investment advisory and life insurance agency spaces that serve as \u201cAdvisors-to-Advisors,\u201d helping you identify and implement the right financial solutions for your clients, in contrast to most broker-dealers where advisors are turned over to wholesalers. Most professional staff on Valmark\u2019s marketing and planning teams are Series 24 Registered Principals, so the plans that are created have compliance obligations front and center to help you find the best independent solutions for clients.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Sales aggregated for grid payout” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Because of Valmark\u2019s unique position as an independent broker-dealer, advisory firm, and insurance agency, not only do sales of registered products move you to higher levels of compensation, but so do sales of non-registered insurance products.[\/et_pb_accordion_item][et_pb_accordion_item title=”A team of CERTIFIED FINANCIAL PLANNER\u2122 professionals on staff” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]The team will help you create comprehensive, financial plans for your clients. The team of CFPs draws upon solutions from the broker-dealer, investment advisor, and life insurance agency, utilizing both fee-based and commission-based solutions, to ensure your clients have the tools necessary for achieving their goals.[\/et_pb_accordion_item][et_pb_accordion_item title=”Wide array of investment options” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
Options that range from accessing Third Party Money Managers to serving as your own \u201cRep as Portfolio Manager\u201d to leveraging Valmark Wealth Solutions which bundles portfolio management, trading, and reporting into a single package you can outsource to Valmark so you can focus on what you do best: engaging with clients. Whatever path you choose, the investment management offerings at Valmark are virtually endless.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Industry-leading life insurance producer group” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
This group integrates case design, underwriting advocacy, case management, and insurance company interaction for fixed and variable products into a single relationship assigned to your office. This enables you to develop a best-in-class insurance capability as a significant source of revenue to augment and integrate with your clients\u2019 financial, business and estate plans.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Life settlement brokerage services done directly in house” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
As one of the first and largest brokers of Life Settlements, Valmark\u2019s internal team facilitates the analysis and sale of fixed and variable life insurance policies that are no longer needed. All policies are purchased by institutional buyers through a transparent bidding process. Valmark is one of only a few broker-dealers to offer this service, with full Errors & Omissions coverage.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Retirement Plan services through a turnkey platform” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Helps you manage your obligations as a fiduciary by offering discretionary investment management under ERISA Section 3(38). Valmark Retirement Turnkey\u2122 frees up your time to focus on your business and reduces operational costs by helping you navigate the landscape of available plan design options, investment managers, and investment monitoring services.[\/et_pb_accordion_item][et_pb_accordion_item title=”Dedicated new member firm transition team” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Helps you ensure your transfer process goes smoothly while serving as your concierge for integrating the various business units at Valmark so you can be up and running with a broad offering of services seamlessly and in little time.[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_Graphic_3.png” title_text=”ACCORDIAN_Graphic_3″ align=”center” _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” width=”25%” max_width=”25%” module_alignment=”center” custom_margin=”0px||0px||false|false” custom_padding=”15px||0px||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_accordion admin_label=”Accordion – Column 3″ module_class=”pa-accordion-icon-left” _builder_version=”4.17.4″ _module_preset=”default” background_color=”#cfcfcf” custom_margin=”0px||40px||false|false” custom_padding=”20px||40px||false|false” border_width_all=”0px” global_colors_info=”{}”][et_pb_accordion_item title=”**CLOSED** Code in CSS Main Element” open=”on” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” custom_css_main_element=”display: none; ” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”][\/et_pb_accordion_item][et_pb_accordion_item title=”Seamless integration of all products and services on one platform” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
We provide comprehensive products and services ranging from advisory, broker-dealer, and insurance offerings, a new business submission process, payout grids\/schedules, commission reporting, and compliance oversight\u2014to maximize objectivity and efficiency in running your practice.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”A promise you can count on” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
Each Member Office invited to join Valmark receives a customized letter which sets out exactly what you can expect from Valmark. This Clear Expectations Letter gives you the confidence of knowing that all major issues discussed have been committed to in writing by the ownership of the firm.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Your business, your clients” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Valmark is committed to protecting your independence as a business owner. One of the ways we protect you is we assure you in writing that your clients are yours to take with you should you ever need to leave.[\/et_pb_accordion_item][et_pb_accordion_item title=”Professional partners” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]We have a rich history working with financial institutions. We build custom programs and education to address the financial services needs for the clients of accounting firms, banks, property & casualty firms, etc.[\/et_pb_accordion_item][et_pb_accordion_item title=”A unique planning module designed to address each client need” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]One of our true differentiators is the intellectual property behind our toolbox of consultative planning modules built around each product line using a structure that allows advisors to always do what is best for clients. Each module provides marketing materials customizable with your brand, as well as unique client deliverables that prove these are not just ideas, but substantive, analytical models for helping clients reach their goals.[\/et_pb_accordion_item][et_pb_accordion_item title=”Creative Marketing Hub” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
A one-stop shop for all things marketing including logos, websites, social media services, video production, customized marketing materials and custom branding of all Valmark original marketing and educational materials with your brand, minimizing the appearance of Valmark so you can be the star of the show with clients.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Access to The Optimized Portfolio System (TOPS\u00ae)” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Created by Valmark, TOPS\u00ae is one of the industry\u2019s first all-Exchange Traded Fund (ETF) investment platforms with an offering that is truly turnkey, cost effective, totally transparent, and differentiated. Twenty-three life insurance companies feature institutional versions of TOPS\u00ae in their variable annuities, variable life, and COLI products.[\/et_pb_accordion_item][et_pb_accordion_item title=”Life Assurance 360\u2122 Process (LA360\u2122)” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Our turnkey, goals-based system for designing, implementing, and
\nmanaging life insurance, including comprehensive back-office support and client-facing presentation tools.[\/et_pb_accordion_item][et_pb_accordion_item title=”Life Insurance Underwriting Advocacy\u2122” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Our independent, fully staffed underwriting team offers expertise for managing jumbo cases and those where the insureds have complex medical histories. Our Private Underwriting Risk Evaluation (PURE\u2122) process allows us to gather and evaluate underwriting evidence while protecting the identity and insurability of your most important clients. By having more risk assessment tools at our disposal up front, our underwriters are better able to anticipate underwriting roadblocks and proactively negotiate solutions.[\/et_pb_accordion_item][et_pb_accordion_item title=”Life Insurance Fulfillment Tool\u2122 (LIFT\u2122)” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Our state-of-the-art electronic tool that enables financial professionals to gather and submit all necessary information for submitting a life insurance case, informally or formally, virtually. This enables life insurance professionals to work remotely with clients throughout the entire life insurance process\u2014a true game-changer in the life insurance profession.[\/et_pb_accordion_item][et_pb_accordion_item title=”A total outsourced model for life insurance sales and service” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]How is this unique? Valmark\u2019s staff of experts provide end-to-end service, including: case design, carrier analysis, product analysis, underwriting advocacy, and white-glove assistance to the client and their rep when completing all paperwork. After the policy is placed, it is managed, monitored and serviced by our Policy Management Company. Copies of the annual audit are sent to the Trustee, CPA, and attorney. No commission sharing is expected and services are fee-based. By not requiring commission splits, you are able to retain full compensation, even on your largest cases. Additionally, a fee is charged only when used. This is a great way for financial professionals to provide industry-leading insurance support on a variable cost basis, without the obligation of ongoing fixed expenses.[\/et_pb_accordion_item][et_pb_accordion_item title=”The Policy Management Company” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
Allows insurance advisors to outsource policy monitoring and management services for clients\u2019 in-force life insurance policies. These fee-based services include an annual review and audit of every life insurance policy owned by clients. The audit confirms premiums have been paid on time, shows the impact of changes in interest rates or costs of insurance on the viability of the policy, and identifies changes in ownership of the carrier that issued the policy. Ask for our data that proves how you can double the number of policies on track and generate additional revenue for your firm.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Right Fit Staffing Solutions” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Recruiting and retaining staff is often one of the greatest challenges for financial professionals. This is why Valmark provides Right Fit Staffing Solutions\u2122 to our Member Firms. This service helps financial professionals identify their staffing needs, design key roles and job descriptions, recruit top talent, and hire the right candidates while providing the necessary tools to retain talent at your firm for the long term.[\/et_pb_accordion_item][et_pb_accordion_item title=”A company committed to staying privately held” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]In an industry where ownership and management teams change often, partnering with a firm committed to staying privately held is essential. While many firms talk of their commitment to private ownership, Valmark has demonstrated this commitment with three consecutive generations of current ownership. Feel free to ask us in detail about our strategy for keeping the company privately held so you can build your business on a platform that provides confidence and stability for the long run.[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|on” admin_label=”ACCORDIAN – 2022-0609 (MOBILE & TABLET)” _builder_version=”4.16″ _module_preset=”default” collapsed=”on” global_colors_info=”{}”][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” admin_label=”ROW – IMAGE: The Usual” _builder_version=”4.16″ _module_preset=”default” background_color=”#16242b” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_TheUsual_309x45.jpg” title_text=”ACCORDIAN_TheUsual_309x45″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” background_color=”#16242b” custom_margin=”0px||0px||false|false” custom_padding=”15px||15px||false|false” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_Graphic_1.png” title_text=”ACCORDIAN_Graphic_1″ align=”center” _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” width=”25%” max_width=”25%” module_alignment=”center” custom_margin=”0px||0px||false|false” custom_padding=”15px||0px||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_accordion admin_label=”Accordion – Column 1″ module_class=”pa-accordion-icon-left” _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” custom_margin=”0px||40px||false|false” custom_padding=”20px||20px||false|false” border_width_all=”0px” global_colors_info=”{}”][et_pb_accordion_item title=”**CLOSED** Code in CSS Main Element” open=”on” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” custom_css_main_element=”display: none; ” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”][\/et_pb_accordion_item][et_pb_accordion_item title=”Full broker-dealer services” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]A broad offering of securities and investments.[\/et_pb_accordion_item][et_pb_accordion_item title=”Diversified (non-proprietary) product offering” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Includes extensive lineups of mutual funds, exchange traded funds, annuities, retirement plans, 529 plans, life insurance products and a variety of other solutions.[\/et_pb_accordion_item][et_pb_accordion_item title=”Registered investment advisory services” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Offering fee-based solutions, no-load funds, separately managed accounts, third party asset managers, financial planning and robust platforms for trading, reporting, and managing your advisory business.[\/et_pb_accordion_item][et_pb_accordion_item title=”Comprehensive errors & omissions coverage” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]For all business lines with broad coverages and competitive rates.[\/et_pb_accordion_item][et_pb_accordion_item title=”National availability, access & licensing” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Products and services enabling you to serve clients all over the country.[\/et_pb_accordion_item][et_pb_accordion_item title=”Robust financial technology (FINTECH) offerings” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Includes web portals, apps and other media that integrate various business lines into consolidated dashboards for both you, as the advisor running your practice, and your clients, to access their accounts online.[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” admin_label=”ROW -IMAGE: The Unusual” _builder_version=”4.16″ _module_preset=”default” background_color=”#16242b” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_TheUnusual_309x45.jpg” title_text=”ACCORDIAN_TheUnusual_309x45″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” background_color=”#16242b” custom_margin=”0px||0px||false|false” custom_padding=”15px||15px||false|false” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_Graphic_2.png” title_text=”ACCORDIAN_Graphic_2″ align=”center” _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” width=”25%” max_width=”25%” module_alignment=”center” custom_margin=”0px||0px||false|false” custom_padding=”15px||0px||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_accordion admin_label=”Accordion – Column 2″ module_class=”pa-accordion-icon-left” _builder_version=”4.17.4″ _module_preset=”default” background_color=”#cfcfcf” custom_margin=”0px||40px||false|false” custom_padding=”20px||40px||false|false” border_width_all=”0px” global_colors_info=”{}”][et_pb_accordion_item title=”**CLOSED** Code in CSS Main Element” open=”on” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” custom_css_main_element=”display: none; ” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”][\/et_pb_accordion_item][et_pb_accordion_item title=”Fully staffed professional teams” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
Valmark has teams within the broker-dealer, investment advisory and life insurance agency spaces that serve as \u201cAdvisors-to-Advisors,\u201d helping you identify and implement the right financial solutions for your clients, in contrast to most broker-dealers where advisors are turned over to wholesalers. Most professional staff on Valmark\u2019s marketing and planning teams are Series 24 Registered Principals, so the plans that are created have compliance obligations front and center to help you find the best independent solutions for clients.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Sales aggregated for grid payout” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Because of Valmark\u2019s unique position as an independent broker-dealer, advisory firm, and insurance agency, not only do sales of registered products move you to higher levels of compensation, but so do sales of non-registered insurance products.[\/et_pb_accordion_item][et_pb_accordion_item title=”A team of CERTIFIED FINANCIAL PLANNER\u2122 professionals on staff” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]The team will help you create comprehensive, financial plans for your clients. The team of CFPs draws upon solutions from the broker-dealer, investment advisor, and life insurance agency, utilizing both fee-based and commission-based solutions, to ensure your clients have the tools necessary for achieving their goals.[\/et_pb_accordion_item][et_pb_accordion_item title=”Wide array of investment options” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
Options that range from accessing Third Party Money Managers to serving as your own \u201cRep as Portfolio Manager\u201d to leveraging Valmark Wealth Solutions which bundles portfolio management, trading, and reporting into a single package you can outsource to Valmark so you can focus on what you do best: engaging with clients. Whatever path you choose, the investment management offerings at Valmark are virtually endless.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Industry-leading life insurance producer group” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
This group integrates case design, underwriting advocacy, case management, and insurance company interaction for fixed and variable products into a single relationship assigned to your office. This enables you to develop a best-in-class insurance capability as a significant source of revenue to augment and integrate with your clients\u2019 financial, business and estate plans.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Life settlement brokerage services done directly in house” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
As one of the first and largest brokers of Life Settlements, Valmark\u2019s internal team facilitates the analysis and sale of fixed and variable life insurance policies that are no longer needed. All policies are purchased by institutional buyers through a transparent bidding process. Valmark is one of only a few broker-dealers to offer this service, with full Errors & Omissions coverage.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Retirement Plan services through a turnkey platform” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Helps you manage your obligations as a fiduciary by offering discretionary investment management under ERISA Section 3(38). Valmark Retirement Turnkey\u2122 frees up your time to focus on your business and reduces operational costs by helping you navigate the landscape of available plan design options, investment managers, and investment monitoring services.[\/et_pb_accordion_item][et_pb_accordion_item title=”Dedicated new member firm transition team” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Helps you ensure your transfer process goes smoothly while serving as your concierge for integrating the various business units at Valmark so you can be up and running with a broad offering of services seamlessly and in little time.[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” admin_label=”ROW -IMAGE: The Unique” _builder_version=”4.16″ _module_preset=”default” background_color=”#16242b” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_TheUnique_309x45.jpg” title_text=”ACCORDIAN_TheUnique_309x45″ align=”center” _builder_version=”4.17.4″ _module_preset=”default” background_color=”#16242b” custom_margin=”0px||0px||false|false” custom_padding=”15px||15px||false|false” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” global_colors_info=”{}”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/ACCORDIAN_Graphic_3.png” title_text=”ACCORDIAN_Graphic_3″ align=”center” _builder_version=”4.16″ _module_preset=”default” background_color=”#cfcfcf” width=”25%” max_width=”25%” module_alignment=”center” custom_margin=”0px||0px||false|false” custom_padding=”15px||0px||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_accordion admin_label=”Accordion – Column 3″ module_class=”pa-accordion-icon-left” _builder_version=”4.17.4″ _module_preset=”default” background_color=”#cfcfcf” custom_margin=”0px||40px||false|false” custom_padding=”20px||40px||false|false” border_width_all=”0px” global_colors_info=”{}”][et_pb_accordion_item title=”**CLOSED** Code in CSS Main Element” open=”on” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” custom_css_main_element=”display: none; ” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”][\/et_pb_accordion_item][et_pb_accordion_item title=”Seamless integration of all products and services on one platform” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
We provide comprehensive products and services ranging from advisory, broker-dealer, and insurance offerings, a new business submission process, payout grids\/schedules, commission reporting, and compliance oversight\u2014to maximize objectivity and efficiency in running your practice.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”A promise you can count on” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
Each Member Office invited to join Valmark receives a customized letter which sets out exactly what you can expect from Valmark. This Clear Expectations Letter gives you the confidence of knowing that all major issues discussed have been committed to in writing by the ownership of the firm.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Your business, your clients” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Valmark is committed to protecting your independence as a business owner. One of the ways we protect you is we assure you in writing that your clients are yours to take with you should you ever need to leave.[\/et_pb_accordion_item][et_pb_accordion_item title=”Professional partners” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]We have a rich history working with financial institutions. We build custom programs and education to address the financial services needs for the clients of accounting firms, banks, property & casualty firms, etc.[\/et_pb_accordion_item][et_pb_accordion_item title=”A unique planning module designed to address each client need” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]One of our true differentiators is the intellectual property behind our toolbox of consultative planning modules built around each product line using a structure that allows advisors to always do what is best for clients. Each module provides marketing materials customizable with your brand, as well as unique client deliverables that prove these are not just ideas, but substantive, analytical models for helping clients reach their goals.[\/et_pb_accordion_item][et_pb_accordion_item title=”Creative Marketing Hub” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
A one-stop shop for all things marketing including logos, websites, social media services, video production, customized marketing materials and custom branding of all Valmark original marketing and educational materials with your brand, minimizing the appearance of Valmark so you can be the star of the show with clients.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Access to The Optimized Portfolio System (TOPS\u00ae)” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Created by Valmark, TOPS\u00ae is one of the industry\u2019s first all-Exchange Traded Fund (ETF) investment platforms with an offering that is truly turnkey, cost effective, totally transparent, and differentiated. Twenty-three life insurance companies feature institutional versions of TOPS\u00ae in their variable annuities, variable life, and COLI products.[\/et_pb_accordion_item][et_pb_accordion_item title=”Life Assurance 360\u2122 Process (LA360\u2122)” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Our turnkey, goals-based system for designing, implementing, and
\nmanaging life insurance, including comprehensive back-office support and client-facing presentation tools.[\/et_pb_accordion_item][et_pb_accordion_item title=”Life Insurance Underwriting Advocacy\u2122” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Our independent, fully staffed underwriting team offers expertise for managing jumbo cases and those where the insureds have complex medical histories. Our Private Underwriting Risk Evaluation (PURE\u2122) process allows us to gather and evaluate underwriting evidence while protecting the identity and insurability of your most important clients. By having more risk assessment tools at our disposal up front, our underwriters are better able to anticipate underwriting roadblocks and proactively negotiate solutions.[\/et_pb_accordion_item][et_pb_accordion_item title=”Life Insurance Fulfillment Tool\u2122 (LIFT\u2122)” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Our state-of-the-art electronic tool that enables financial professionals to gather and submit all necessary information for submitting a life insurance case, informally or formally, virtually. This enables life insurance professionals to work remotely with clients throughout the entire life insurance process\u2014a true game-changer in the life insurance profession.[\/et_pb_accordion_item][et_pb_accordion_item title=”A total outsourced model for life insurance sales and service” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]How is this unique? Valmark\u2019s staff of experts provide end-to-end service, including: case design, carrier analysis, product analysis, underwriting advocacy, and white-glove assistance to the client and their rep when completing all paperwork. After the policy is placed, it is managed, monitored and serviced by our Policy Management Company. Copies of the annual audit are sent to the Trustee, CPA, and attorney. No commission sharing is expected and services are fee-based. By not requiring commission splits, you are able to retain full compensation, even on your largest cases. Additionally, a fee is charged only when used. This is a great way for financial professionals to provide industry-leading insurance support on a variable cost basis, without the obligation of ongoing fixed expenses.[\/et_pb_accordion_item][et_pb_accordion_item title=”The Policy Management Company” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.17.4″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]<\/p>\n
Allows insurance advisors to outsource policy monitoring and management services for clients\u2019 in-force life insurance policies. These fee-based services include an annual review and audit of every life insurance policy owned by clients. The audit confirms premiums have been paid on time, shows the impact of changes in interest rates or costs of insurance on the viability of the policy, and identifies changes in ownership of the carrier that issued the policy. Ask for our data that proves how you can double the number of policies on track and generate additional revenue for your firm.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Right Fit Staffing Solutions” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]Recruiting and retaining staff is often one of the greatest challenges for financial professionals. This is why Valmark provides Right Fit Staffing Solutions\u2122 to our Member Firms. This service helps financial professionals identify their staffing needs, design key roles and job descriptions, recruit top talent, and hire the right candidates while providing the necessary tools to retain talent at your firm for the long term.[\/et_pb_accordion_item][et_pb_accordion_item title=”A company committed to staying privately held” open_toggle_text_color=”#002f41″ closed_toggle_text_color=”#002f41″ icon_color=”#002f41″ toggle_icon=”5||divi||400″ open_icon_color=”#002f41″ _builder_version=”4.16″ _module_preset=”default” body_text_color=”#000000″ body_font_size=”14px” body_line_height=”1.4em” background_color=”#cfcfcf” background_enable_color=”on” custom_margin=”0px||0px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}” toggle_text_color=”#002f41″ toggle_level=”h6″ toggle_font=”|600|||||||” toggle_font_size=”15px”]In an industry where ownership and management teams change often, partnering with a firm committed to staying privately held is essential. While many firms talk of their commitment to private ownership, Valmark has demonstrated this commitment with three consecutive generations of current ownership. Feel free to ask us in detail about our strategy for keeping the company privately held so you can build your business on a platform that provides confidence and stability for the long run.[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” disabled_on=”on|on|on” admin_label=”SECTION – A Holistic Approach” _builder_version=”4.16″ background_color=”#eaeceb” 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” disabled=”on” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ padding_mobile=”on” column_padding_mobile=”on” _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=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”A HOLISTIC APPROACH IN ALL 50 STATES” _builder_version=”4.16″ header_font_size=”25px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_margin=”-15px|||” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”60px|||” custom_padding_tablet=”60px||0px|” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n
A HOLISTIC APPROACH IN ALL 50 STATES<\/h1>\n
Today, we are a national, independent broker-dealer licensed in 50 states for life insurance and securities with corporate offices in Akron, Ohio and St. Paul, Minnesota. The various entities that comprise Valmark Financial G<\/span>roup specialize in providing equity, investment advisory, risk management, and qualified retirement plan products and support services for the industry\u2019s top tier of wealth advisors. [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”SUSTAINABLE GROWTH MADE” _builder_version=”4.16″ header_font_size=”25px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_margin=”-15px|||” custom_padding=”60px|||” custom_padding_tablet=”” custom_padding_phone=”0px|||” custom_padding_last_edited=”on|phone” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n Being privately-held and boutique in nature requires a nimble and long-term strategy for sustainable growth. This makes us highly selective about the quality and number of firms we invite to join as Members. By design, we maintain a membership of 115 independently-owned Member Firms throughout the U.S. Our exclusive membership provides a breeding ground for success as we partner with our Members to build turnkey processes designed to streamline their businesses and make them more efficient, scalable and prosperous.<\/p>\n [\/et_pb_text][\/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=”\u201cFor a multi-discipline advisory firm, Valmark is without question the ideal fit. Other broker-dealers SAY they service both sides of your business, but Valmark really lives up to it.\u201d” image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/graphic_quote_grey.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 \n [\/et_pb_text][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/valmark_logo_wide.svg” show_bottom_space=”off” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” disabled_on=”on|on|on” _builder_version=”4.16″ custom_margin=”|||25px” animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” custom_css_main_element=”max-width: 266px;” animation=”left” sticky=”on” always_center_on_mobile=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”ACTIONABLE TEXT” _builder_version=”4.16″ text_text_color=”#839baa” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_padding=”15px|||30px” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n \nClick on each company below to learn more<\/p>\n [\/et_pb_text][et_pb_tabs inactive_tab_background_color=”#f9fafb” _builder_version=”4.16″ tab_text_color=”#839baa” tab_font=”Lato||||” tab_font_size=”20px” background_color=”#f9fafb” background_size=”initial” background_position=”top_left” background_repeat=”repeat” z_index_tablet=”500″ custom_css_main_element=”background: transparent;” body_text_shadow_horizontal_length_tablet=”0px” body_text_shadow_vertical_length_tablet=”0px” body_text_shadow_blur_strength_tablet=”1px” tab_text_shadow_horizontal_length_tablet=”0px” tab_text_shadow_vertical_length_tablet=”0px” tab_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” border_width_all=”0px” border_color_all=”#ffffff” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” use_border_color=”on” global_colors_info=”{}”][et_pb_tab title=”VALMARK FINANCIAL G<\/span>ROUP\u00ae” _builder_version=”4.16″ body_font=”||||” body_line_height=”2em” tab_font=”||||” tab_text_color=”#002536″ tab_font_size=”18″ tab_line_height=”2em” body_line_height_tablet=”2em” body_line_height_phone=”2em” tab_font_size_tablet=”1″ tab_font_size_phone=”1″ tab_line_height_tablet=”2em” tab_line_height_phone=”2em” custom_css_main_element=”display: none;” global_colors_info=”{}”][\/et_pb_tab][et_pb_tab title=”Executive Insurance Agency, Inc.” _builder_version=”4.16″ body_font=”||||” body_line_height=”2em” tab_font=”||||” tab_line_height=”2em” body_line_height_tablet=”2em” body_line_height_phone=”2em” tab_line_height_tablet=”2em” tab_line_height_phone=”2em” background_color_gradient_direction_tablet=”180deg” background_color_gradient_direction_phone=”180deg” background_color_gradient_stops_tablet=”#2b87da 0%|#29c4a9 100%” background_color_gradient_stops_phone=”#2b87da 0%|#29c4a9 100%” background_color_gradient_start_position_tablet=”0%” background_color_gradient_start_position_phone=”0%” background_color_gradient_end_position_tablet=”100%” background_color_gradient_end_position_phone=”100%” hover_transition_duration_tablet=”300ms” hover_transition_duration_phone=”300ms” hover_transition_delay_tablet=”0ms” hover_transition_delay_phone=”0ms” body_text_shadow_horizontal_length_tablet=”0px” body_text_shadow_horizontal_length_phone=”0px” body_text_shadow_vertical_length_tablet=”0px” body_text_shadow_vertical_length_phone=”0px” body_text_shadow_blur_strength_tablet=”1px” body_text_shadow_blur_strength_phone=”1px” tab_text_shadow_horizontal_length_tablet=”0px” tab_text_shadow_horizontal_length_phone=”0px” tab_text_shadow_vertical_length_tablet=”0px” tab_text_shadow_vertical_length_phone=”0px” tab_text_shadow_blur_strength_tablet=”1px” tab_text_shadow_blur_strength_phone=”1px” body_link_text_shadow_horizontal_length_tablet=”0px” body_link_text_shadow_horizontal_length_phone=”0px” body_link_text_shadow_vertical_length_tablet=”0px” body_link_text_shadow_vertical_length_phone=”0px” body_link_text_shadow_blur_strength_tablet=”1px” body_link_text_shadow_blur_strength_phone=”1px” body_ul_text_shadow_horizontal_length_tablet=”0px” body_ul_text_shadow_horizontal_length_phone=”0px” body_ul_text_shadow_vertical_length_tablet=”0px” body_ul_text_shadow_vertical_length_phone=”0px” body_ul_text_shadow_blur_strength_tablet=”1px” body_ul_text_shadow_blur_strength_phone=”1px” body_ol_text_shadow_horizontal_length_tablet=”0px” body_ol_text_shadow_horizontal_length_phone=”0px” body_ol_text_shadow_vertical_length_tablet=”0px” body_ol_text_shadow_vertical_length_phone=”0px” body_ol_text_shadow_blur_strength_tablet=”1px” body_ol_text_shadow_blur_strength_phone=”1px” body_quote_text_shadow_horizontal_length_tablet=”0px” body_quote_text_shadow_horizontal_length_phone=”0px” body_quote_text_shadow_vertical_length_tablet=”0px” body_quote_text_shadow_vertical_length_phone=”0px” body_quote_text_shadow_blur_strength_tablet=”1px” body_quote_text_shadow_blur_strength_phone=”1px” global_colors_info=”{}”]Executive Insurance Agency<\/strong> is an independent, full-service life insurance agency and producer g<\/span>roup providing general account, estate planning and business insurance products and services designed for independent wealth transfer professionals. The agency offers:<\/p>\n [\/et_pb_tab][et_pb_tab title=”Valmark Advisers, Inc.” _builder_version=”4.16″ body_font=”||||” body_line_height=”2em” tab_font=”||||” tab_line_height=”2em” body_line_height_tablet=”2em” body_line_height_phone=”2em” tab_line_height_tablet=”2em” tab_line_height_phone=”2em” global_colors_info=”{}”]Valmark Advisers\u00ae<\/sup> <\/b>is an SEC Registered Investment Advisory firm with dedicated RIA specialists and an extensive offering of third-party asset managers to assist advisors engaged in fee-based planning. Valmark Advisers has become our fastest growing entity and the largest source of income for many Valmark Firms. In addition, it provides:<\/p>\n [\/et_pb_tab][et_pb_tab title=”Valmark Policy Management Company, LLC” _builder_version=”4.16″ body_font=”||||” body_line_height=”2em” tab_font=”||||” tab_line_height=”2em” body_line_height_tablet=”2em” body_line_height_phone=”2em” tab_line_height_tablet=”2em” tab_line_height_phone=”2em” global_colors_info=”{}”]Valmark Policy Management Company<\/strong> exists to ensure that actual results align with a client’s expectations of their promised policy benefits. Our ongoing policy management and monitoring services give Member Firms and their clients direct access and control of each policy’s performance, using innovative technology and a dedicated team of Valmark experts. Grounded in our 50+ years of providing sophisticated life insurance solutions, this service creates a client experience that represents a new standard of excellence within the insurance industry. [\/et_pb_tab][\/et_pb_tabs][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HEADER – The Valmark Companies” _builder_version=”4.16″ text_font=”Lato||||” text_text_color=”#839baa” text_font_size=”21px” header_font=”|||on|” header_font_size=”28px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_padding=”30px||0px|” z_index_tablet=”500″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_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” use_border_color=”off” global_colors_info=”{}”]<\/p>\n The Valmark Financial G<\/span>roup Family of Companies<\/strong> Each of these companies brings a package of solutions, services and products that allow Members to better serve their clients. 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Valmark Securities\u00ae<\/sup><\/strong> is a full-service broker-dealer and member of FINRA<\/a> and SIPC<\/a>. Its offerings include:<\/p>\n FINRA BrokerCheck<\/a><\/p>\n [\/et_pb_tab][\/et_pb_tabs][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HEADER – The Valmark Companies” _builder_version=”4.16″ text_font=”Lato||||” text_text_color=”#839baa” text_font_size=”21px” header_font=”|||on|” header_font_size=”28px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_padding=”30px||0px|” z_index_tablet=”500″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_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” use_border_color=”off” global_colors_info=”{}”]<\/p>\n The Valmark Financial G<\/span>roup Family of Companies<\/strong> Each of these companies brings a package of solutions, services and products that allow Members to better serve their clients. \nClick on each company below to learn more<\/p>\n [\/et_pb_text][et_pb_text admin_label=”ACTIONABLE TEXT” _builder_version=”4.16″ text_text_color=”#839baa” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_padding=”15px|||30px” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n Valmark Financial G<\/span>roup\u00ae is comprised of 4 entities. 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The agency offers:<\/p>\n [\/et_pb_tab][et_pb_tab title=”Valmark Advisers, Inc.” _builder_version=”4.16″ body_font=”||||” body_line_height=”2em” tab_font=”||||” tab_line_height=”2em” body_line_height_tablet=”2em” body_line_height_phone=”2em” tab_line_height_tablet=”2em” tab_line_height_phone=”2em” global_colors_info=”{}”]Valmark Advisers\u00ae<\/sup> <\/b>is an SEC Registered Investment Advisory firm with dedicated RIA specialists and an extensive offering of third-party asset managers to assist advisors engaged in fee-based planning. Valmark Advisers has become our fastest growing entity and the largest source of income for many Valmark Firms. In addition, it provides:<\/p>\n [\/et_pb_tab][et_pb_tab title=”Valmark Policy Management Company, LLC” _builder_version=”4.16″ body_font=”||||” body_line_height=”2em” tab_font=”||||” tab_line_height=”2em” body_line_height_tablet=”2em” body_line_height_phone=”2em” tab_line_height_tablet=”2em” tab_line_height_phone=”2em” global_colors_info=”{}”]Valmark Policy Management Company<\/strong> exists to ensure that actual results align with a client’s expectations of their promised policy benefits. Our ongoing policy management and monitoring services give Member Firms and their clients direct access and control of each policy’s performance, using innovative technology and a dedicated team of Valmark experts. Grounded in our 50+ years of providing sophisticated life insurance solutions, this service creates a client experience that represents a new standard of excellence within the insurance industry. [\/et_pb_tab][\/et_pb_tabs][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HEADER – The Valmark Companies” _builder_version=”4.16″ text_font=”Lato||||” text_text_color=”#839baa” text_font_size=”21px” header_font=”|||on|” header_font_size=”28px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_padding=”30px||0px|” z_index_tablet=”500″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_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” use_border_color=”off” global_colors_info=”{}”]<\/p>\n The Valmark Financial G<\/span>roup Family of Companies<\/strong> Each of these companies brings a package of solutions, services and products that allow Members to better serve their clients. \n [\/et_pb_text][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/VALM_BringTheGoldenRuleToLifeTM.png” title_text=”VALM_BringTheGoldenRuleToLifeTM” _builder_version=”4.16″ _module_preset=”default” width=”70%” custom_margin=”||||false|false” custom_padding=”||15px|20px|false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#839baa” text_font_size=”20px” global_colors_info=”{}”]To contact us, please call 1-800-765-5201<\/strong>. Comprehensive Support From Top Industry Professionals<\/p>\n [\/et_pb_text][et_pb_text admin_label=”BODY COPY” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_margin=”-15px|||” custom_padding=”0px|||” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n \nOur commitment to excellence results in a culture oriented to helping Member Firms reach their potential and capitalize on changes in the marketplace. With impeccable follow-through, we provide this assistance through concierge-level service provided by a distinguished professional services team of 100+ individuals, one of the highest staff-to-producer ratios in the industry.<\/p>\n With credentials spanning multiple financial disciplines\u2014from legal, accounting, tax and financial advisory expertise to life insurance, retirement planning and securities\u2014the Valmark team serves as a back office support staff for Member Offices, enabling them to offer their clients a comprehensive array of services provided by some of the brightest minds in our business.<\/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” admin_label=”SECTION – A Personal Relationship Means” _builder_version=”4.16″ background_color=”#ffffff” 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 column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HEADER – A Personal Relationship Means” _builder_version=”4.16″ text_font=”Lato||||” text_text_color=”#839baa” text_font_size=”21″ header_font=”|||on|” header_font_size=”28px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_padding=”30px||0px|” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text admin_label=”BODY COPY” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_margin=”-15px|||” custom_padding=”0px|||” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n \nThe relationship your firm enjoys as a Valmark Member is tailored to YOUR strengths, YOUR goals, and YOUR business. Our flexibility is how you know we respect your expertise.<\/p>\n While many broker dealers may offer a wide range of products and services, their idea of \u201cvalue added\u201d often means giving you a list of \u201c800 numbers\u201d. At Valmark, you receive a dedicated team of internal professionals who provide integrated support for both your insurance and investment business through a central source. With one phone call, your internal team can coordinate all aspects of your case or inquiry \u2013 including technical and marketing support, case design, provider questions, software and online support, underwriting, compliance, client service and more.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HEADER – HIGH TOUCH MEANS HIGH RETENTION” _builder_version=”4.16″ text_font=”Lato||||” text_text_color=”#839baa” text_font_size=”21″ header_font_size=”28px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_padding=”30px||0px|” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text admin_label=”BODY COPY” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_margin=”-15px|||” custom_padding=”0px|||” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n \nWhat is also indicative of the high value we place on our relationships with our Members is our turnover rate of only 1%, which is one tenth of that experienced by other independent broker-dealers.<\/p>\n Today, our average Member Firm generates approximately five times the total revenue that they did two decades ago. This is a strong testament to the sound and collaborative relationships we have built with our Firms, the continued alignment we have with our Members and their clients, and our steadfast commitment to staying flexible and ahead of changes taking place in our industry.<\/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=”on|on|on” admin_label=”SECTION – Three Circles, Many Services” _builder_version=”4.16″ background_color=”#ffffff” custom_padding=”10px|||” 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” disabled=”on” collapsed=”on” global_colors_info=”{}”][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_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/VALM_BringTheGoldenRuleToLifeTM_stacked_820x471.png” title_text=”VALM_BringTheGoldenRuleToLifeTM_stacked_820x471″ align=”center” admin_label=”IMAGE – Logo & Golden Rule ” _builder_version=”4.16″ _module_preset=”default” width=”23%” width_tablet=”28%” width_phone=”50%” width_last_edited=”on|tablet” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”HEADER – The Best Of All Worlds” _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” custom_padding=”30px||||false|false” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n The Best of All Worlds<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ padding_mobile=”on” column_padding_mobile=”on” custom_padding_last_edited=”on|phone” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”20px|||” custom_padding_tablet=”” custom_padding_phone=”0px|||” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”INTRO BODY” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n \nFor three generations, Valmark Financial\u00ae<\/sup> has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and changing needs of clients.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”INTRO BODY – CONTINUED” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_padding_tablet=”0px|||” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]Most notably, in 1996, Valmark merged a high-end life insurance \u201cproducer g<\/span>roup\u201d with all-encompassing securities and investment advisory services in order to better serve our Member Firms and their clients. [\/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=”MENU” _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||50px” custom_padding_tablet=”|0px||0px” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n 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=”4.25.2″ text_text_color=”#002536″ text_font_size=”13″ text_line_height=”2.6em” link_text_color=”#2a5a6d” 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=”4.21.0″ 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> <\/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":" Valmark is open for business and ready to assist our Member Firms and their clients\u2026 READ MORE >Services Integrating Three Circlesof Financial Solutions on One Platform \u201cValmark is the pre-eminent broker dealer for hybrid firms (multi-disciplinary, selling life insurance AND investment products). 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 Mark Chandik, CLU, ChFC, AIF FDP Wealth Management Member since 2011 A broad offering of securities and investments.Includes extensive lineups of mutual funds, exchange traded funds, annuities, retirement plans, 529 plans, life insurance products and a variety of other solutions.Offering fee-based solutions, no-load funds, separately managed accounts, third party asset managers, financial planning and robust platforms for trading, reporting, and managing your advisory business.For all business lines with broad coverages and competitive rates.Products and services enabling you to serve clients all over the country.Includes web portals, apps and other media that integrate various business lines into consolidated dashboards for both you, as the advisor running your […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"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-47","page","type-page","status-publish","hentry"],"yoast_head":"\n
\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”A HOLISTIC APPROACH IN ALL 50 STATES – CONTINUED” _builder_version=”4.16″ header_font_size=”25px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_margin=”-15px|||” custom_margin_tablet=”-35px|||” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”60px|||” custom_padding_tablet=”0px|||” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]Our approach to holistic financial planning is based on our unique combination of offerings from two fee-based planning SEC Registered Investment Advisory Firms, a FINRA Registered Securities Broker-Dealer, a Master General Insurance Agency\/producer g<\/span>roup and our Policy Management Company. This combination gives our Members the ability to selectively utilize offerings from each entity and uniquely tailor financial solutions to their individual client needs.<\/p>\n<\/h1>\n
SUSTAINABLE GROWTH MADE POSSIBLE BY AN AGILE A-TEAM MEMBERSHIP<\/h1>\n
\nFDP Wealth Management
\nMember 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” 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=”\u201cFor a multi-discipline advisory firm, Valmark is without question the ideal fit. Other broker-dealers SAY they service both sides of your business, but Valmark really lives up to it.\u201d” image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/graphic_quote_grey.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
\nFDP Wealth Management
\nMember since 2011[\/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=”4.16″ _module_preset=”default” text_font=”Lato||||||||” text_text_color=”#002436″ text_font_size=”18px” text_line_height=”1.6em” background_color=”#eaeceb” 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=”{}”]\u201cFor a multi-discipline advisory firm, Valmark is without question the ideal fit. Other broker-dealers SAY they service both sides of your business, but Valmark really lives up to it.\u201d
\n[\/et_pb_text][et_pb_text admin_label=”TESTIMONIAL FIX – Title (TEXT VERSION)” _builder_version=”4.16″ _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=”{}”]Mark Chandik, CLU, ChFC, AIF
\nFDP Wealth Management
\nMember since 2011
\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” admin_label=”SECTION – Divider” _builder_version=”4.16″ background_color=”rgba(233,233,233,0)” background_image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/SITE_IMAGES_LRG_1920X1060_Services-ValmarkCompanies.jpg” parallax=”on” parallax_method=”off” 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=”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” disabled_on=”off” admin_label=”Divider – FOR BANNER IMAGES” _builder_version=”4.16″ height=”25vh” hide_on_mobile=”off” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” disabled_on=”on|on|on” _builder_version=”4.16″ background_color=”#f9fafb” 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” disabled=”on” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”LOGO – TEMPORARY” _builder_version=”4.16″ custom_margin=”|||25px” global_colors_info=”{}”]<\/p>\n![](\"https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/valmark_logo_wide.svg\"){kind=logo}
<\/p>\n\n
\n
\n[\/et_pb_tab][et_pb_tab title=”Valmark Securities, Inc.” _builder_version=”4.16″ body_font=”||||” body_line_height=”2em” tab_font=”||||” tab_line_height=”2em” body_line_height_tablet=”2em” body_line_height_phone=”2em” tab_line_height_tablet=”2em” tab_line_height_phone=”2em” global_colors_info=”{}”]Valmark Securities\u00ae<\/sup><\/strong> is a full-service broker-dealer and member of FINRA<\/a> and SIPC<\/a>. Its offerings include:<\/p>\n\n
ValmarkFG\u00ae<\/h1>\n
\n[\/et_pb_text][et_pb_text admin_label=”BODY COPY” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_margin=”-15px|||” custom_padding=”0px|||” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]Over the years, Valmark has evolved from an innovative producer g<\/span>roup (Executive Insurance Agency) founded in 1963 serving high-end life insurance firms, to today\u2019s family of companies known as Valmark Financial G<\/span>roup.<\/p>\n
\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” admin_label=”SECTION: 4 entities & Golden Rule” _builder_version=”4.16″ background_color=”#f9fafb” 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=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ disabled_on=”off|off|off” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”ACTIONABLE TEXT” _builder_version=”4.16″ text_text_color=”#839baa” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_padding=”15px|||30px” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n\n
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\n[\/et_pb_tab][et_pb_tab title=”Valmark Securities, Inc.” _builder_version=”4.27.4″ body_font=”||||” body_line_height=”2em” tab_font=”||||” tab_line_height=”2em” hover_enabled=”0″ body_line_height_tablet=”2em” body_line_height_phone=”2em” tab_line_height_tablet=”2em” tab_line_height_phone=”2em” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n\n
ValmarkFG\u00ae<\/h1>\n
\n[\/et_pb_text][et_pb_text admin_label=”BODY COPY” _builder_version=”4.19.5″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ module_alignment=”left” custom_margin=”-15px|||” custom_padding=”0px|||” z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_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” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]Over the years, Valmark Financial\u00ae has evolved from an innovative producer g<\/span>roup (Executive Insurance Agency) founded in 1963 serving high-end life insurance firms, to today\u2019s family of companies known as Valmark Financial G<\/span>roup.<\/p>\n
\n[\/et_pb_text][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/VALM_BringTheGoldenRuleToLifeTM_stacked_800x471.png” title_text=”VALM_BringTheGoldenRuleToLifeTM_stacked_800x471″ _builder_version=”4.16″ _module_preset=”default” width=”45%” custom_margin=”|0px||0px|false|false” custom_padding=”|0px|15px|2px|false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#839baa” text_font_size=”20px” global_colors_info=”{}”]To contact us, please call 1-800-765-5201<\/strong>.
\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ disabled_on=”on|on|on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” disabled=”on” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/valmark_logo_wide.svg” show_bottom_space=”off” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” disabled_on=”on|on|on” _builder_version=”4.16″ custom_margin=”|||25px” animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” custom_css_main_element=”max-width: 266px;” animation=”left” sticky=”on” always_center_on_mobile=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_image][et_pb_text disabled_on=”on|on|on” admin_label=”ACTIONABLE TEXT” _builder_version=”4.16″ text_text_color=”#839baa” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_padding=”15px|||30px” use_border_color=”off” border_color=”#ffffff” border_style=”solid” disabled=”on” global_colors_info=”{}”]<\/p>\n\n
\n
\n[\/et_pb_tab][et_pb_tab title=”Valmark Securities, Inc.” _builder_version=”4.16″ body_font=”||||” body_line_height=”2em” tab_font=”||||” tab_line_height=”2em” body_line_height_tablet=”2em” body_line_height_phone=”2em” tab_line_height_tablet=”2em” tab_line_height_phone=”2em” global_colors_info=”{}”]Valmark Securities\u00ae<\/sup><\/strong> is a full-service broker-dealer and member of FINRA<\/a> and SIPC<\/a>. Its offerings include:<\/p>\n\n
ValmarkFG\u00ae<\/h1>\n
\n[\/et_pb_text][et_pb_text admin_label=”BODY COPY” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_margin=”-15px|||” custom_padding=”0px|||” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]Over the years, Valmark has evolved from an innovative producer g<\/span>roup (Executive Insurance Agency) founded in 1963 serving high-end life insurance firms, to today\u2019s family of companies known as Valmark Financial G<\/span>roup.<\/p>\n
\n[\/et_pb_text][et_pb_text admin_label=”LOGO – TEMPORARY” _builder_version=”4.16″ custom_margin=”|||25px” custom_padding=”20px||20px||false|false” global_colors_info=”{}”]<\/p>\n<\/p>\n
\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” admin_label=”SECTION – Divider” _builder_version=”4.16″ background_color=”rgba(233,233,233,0)” background_image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/SITE_IMAGES_LRG_1920X1060_Services-Engine_V2.jpg” parallax=”on” parallax_method=”off” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” custom_css_main_element=”background-position: -140vw 80px;” 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=”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” disabled_on=”off” admin_label=”Divider – FOR BANNER IMAGES” _builder_version=”4.16″ height=”25vh” hide_on_mobile=”off” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” disabled_on=”on|on|on” admin_label=”SECTION – The Engine That Propels” _builder_version=”4.16″ background_color=”#f9fafb” 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” disabled=”on” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][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=”30px|||” custom_padding_phone=”0px|||” 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=”30px” top_padding_phone=”0px” top_padding_last_edited=”on|phone” 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=”\u201cOne of Valmark\u2019s many strengths are their people. They have built a vibrant, competent young workforce who are super motivated, MBAs that are smart as a whip. It\u2019s a very energetic and contemporary organization with brains. After spending a day walking around their headquarters, we realized, \u2018These are my kind of people!\u2019\u201d” 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=”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
\nFDP Wealth Management
\nMember 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=”90px|||” custom_padding_phone=”0px|||” 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=”90px” top_padding_phone=”0px” 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” 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=”\u201cOne of Valmark\u2019s many strengths are their people. They have built a vibrant, competent young workforce who are super motivated, MBAs that are smart as a whip. It\u2019s a very energetic and contemporary organization with brains. After spending a day walking around their headquarters, we realized, \u2018These are my kind of people!\u2019\u201d” 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=”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
\nFDP Wealth Management
\nMember since 2011[\/et_pb_slide][\/et_pb_slider][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/graphic_quote_lightgrey.png” title_text=”graphic_quote_lightgrey” align=”center” admin_label=”TESTIMONIAL FIX – Image Light 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=”6852″ saved_tabs=”all” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”TESTIMONIAL FIX – Body Copy (TEXT VERSION)” _builder_version=”4.16″ _module_preset=”default” text_font=”Lato||||||||” text_text_color=”#002436″ text_font_size=”18px” text_line_height=”1.6em” background_color=”#f9fafb” 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=”{}”]\u201cOne of Valmark\u2019s many strengths are their people. They have built a vibrant, competent young workforce who are super motivated, MBAs that are smart as a whip. It\u2019s a very energetic and contemporary organization with brains. After spending a day walking around their headquarters, we realized, \u2018These are my kind of people!\u2019\u201d
\n[\/et_pb_text][et_pb_text admin_label=”TESTIMONIAL FIX – Title (TEXT VERSION)” _builder_version=”4.16″ _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||60px||false|false” custom_padding=”0px||||false|false” global_colors_info=”{}”]Mark Chandik, CLU, ChFC, AIF
\nFDP Wealth Management
\nMember since 2011
\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”HEADER – THE ENGINE THAT PROPELS” _builder_version=”4.16″ text_font=”Lato||||” text_text_color=”#839baa” text_font_size=”21″ header_font_size=”28px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” module_alignment=”left” custom_margin=”0px|||” custom_margin_tablet=”-100px|||” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”60px||0px|” custom_padding_tablet=”” custom_padding_phone=”” custom_padding_last_edited=”on|phone” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\nTHE ENGINE THAT PROPELS THE VALMARK COMPANIES<\/h1>\n
A Personal Relationship Means \u201cYou First\u201d<\/h1>\n
HIGH TOUCH MEANS HIGH RETENTION<\/h1>\n
Services<\/h1>\n
\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”3.22″ background_color=”#58585a” custom_padding=”0px|0px|0px|0px” custom_padding_tablet=”0px|0px|0px|0px” transparent_background=”off” padding_mobile=”on” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” disabled=”on” global_module=”692″ collapsed=”on” global_colors_info=”{}”][et_pb_row padding_mobile=”on” column_padding_mobile=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”10px|0px|10px|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” disabled_on=”on|on|off” admin_label=”Divider-FOOTER” _builder_version=”4.16″ hide_on_mobile=”on” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”SECTION – Footer” _builder_version=”4.19.5″ background_color=”#eaeaeb” 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” global_module=”653″ locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”LOGO – TEMPORARY” _builder_version=”4.16″ custom_padding=”||20px|” global_colors_info=”{}”]<\/p>\n![](\"https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/logo_valmark_stack.svg\"){kind=logo}
<\/p>\nMENU<\/h5>\n
<\/a>SERVICES<\/a><\/span>
MEMBER FIRMS<\/a><\/span>
INNOVATIONS<\/a><\/span>
<\/span><\/p>\nCONNECT<\/h5>\n
CAREERS<\/a>
<\/span>LEARNING CENTER<\/a>
NEWS<\/a><\/span>
COMPANY DISCLOSURES<\/a>
PRIVACY POLICY<\/a><\/p>\nSOCIAL<\/h5>\n
YOUTUBE<\/a>
FACEBOOK<\/a>
INSTAGRAM<\/a><\/span><\/span><\/span><\/p>\nFollow Valmark on Social<\/h2>\n
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