{"id":4214,"date":"2018-10-24T21:52:51","date_gmt":"2018-10-24T21:52:51","guid":{"rendered":"http:\/\/www.valmarkfg.com\/site\/?post_type=project&p=4214"},"modified":"2024-12-13T17:36:31","modified_gmt":"2024-12-13T17:36:31","slug":"life-insurance-10x","status":"publish","type":"project","link":"https:\/\/valmarkfg.com\/site\/project\/life-insurance-10x\/","title":{"rendered":"Life Insurance 10X"},"content":{"rendered":"

[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”section” _builder_version=”4.16″ background_color=”#002536″ custom_padding=”30px||30px|” 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 _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=”SECTION – Wealth Transfer Tools” _builder_version=”4.16″ background_color=”#002536″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” background_layout=”dark” module_alignment=”center” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

Wealth Transfer\u00a0Tools<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”3.22″ background_color=”#ffffff” custom_padding=”0px||0px|” custom_padding_tablet=”0px||0px|” transparent_background=”off” padding_mobile=”on” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_module=”1489″ collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ padding_mobile=”on” column_padding_mobile=”on” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”0px|||” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/graphic_blue_arrow-triangle-1.png” show_bottom_space=”off” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”ARROW – BLUE” _builder_version=”4.16″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” animation=”off” sticky=”on” always_center_on_mobile=”on” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/GALLERY_LifeInsurance10X_2024-1204png.png” title_text=”GALLERY_LifeInsurance10X_2024-1204png” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.25.2″ animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” use_border_color=”off” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ header_font_size=”25px” header_line_height=”2em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” global_colors_info=”{}”]<\/p>\n

Life Insurance 10X<\/h1>\n

Life Insurance 10X is a compilation of unique tools and processes designed to make the life insurance experience ten times (10X) better for advisors and clients. Life Insurance 10X is comprised of 5 main principles: 1) Recommending and working only with companies committed to policyholders, 2) Products customized to client needs, 3) Competitive underwriting to obtain the best underwriting class, 4) Optimizing the policy to allow the client to benefit from the unique tax advantages life insurance can bring and 5) Ongoing management and monitoring of the policy over the long-run. Learn More<\/a>
\n[\/et_pb_text][et_pb_toggle title=”%22Our capacity to write policies has quadrupled\u2026%22″ open_toggle_text_color=”#022432″ open_toggle_background_color=”rgba(221,221,221,0)” closed_toggle_text_color=”#022432″ closed_toggle_background_color=”rgba(221,221,221,0)” disabled_on=”on|on|on” admin_label=”TESTIMONIAL” _builder_version=”4.16″ title_text_color=”#022432″ title_font_size=”15″ title_line_height=”1.3em” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”15px|15px|15px|15px” border_color_all=”#949494″ use_border_color=”on” disabled=”on” saved_tabs=”all” global_colors_info=”{}”]\u201cThe team at Valmark has quadrupled our capacity to write more policies. I can do 3-4 life insurance case designs\u00a0per day<\/strong>\u00a0as a result of all the resources their people provide. They collaborate to tailor each case to the client, they run the numbers, and manage the medical underwriting.\u201d<\/p>\n

Tate Groome<\/strong>, CFP, CLU
\nCo-CEO & Director of Insurance Strategies
\nColton Groome & Company
\nValmark Member since 2002
\n[\/et_pb_toggle][\/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=”#f7f7f7″ 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_filterable_portfolio fullwidth=”off” posts_number=”15″ include_categories=”12,11″ show_categories=”off” show_pagination=”off” zoom_icon_color=”#022535″ hover_overlay_color=”rgba(247,247,247,0.94)” hover_icon=”;||divi||400″ _builder_version=”4.15.1″ title_font=”Open Sans||||” title_text_color=”#022535″ title_font_size=”20″ title_line_height=”1em” filter_font=”Lato||||” filter_text_color=”#ffffff” filter_font_size=”28″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”90%” module_alignment=”center” title_font_size_tablet=”” title_font_size_phone=”14″ title_font_size_last_edited=”on|phone” filter_font_size_tablet=”” filter_font_size_phone=”20″ filter_font_size_last_edited=”on|phone” custom_css_main_element=”align: center;” custom_css_portfolio_image=”max-width: 200px; 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FinTech<\/h2>\n

[\/et_pb_text][et_pb_text admin_label=”BODY COPY” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-15px|||” custom_padding=”0px|||” use_border_color=”off” border_color=”#ffffff” border_style=”solid” locked=”off” global_colors_info=”{}”]<\/p>\n

Valmark works with a number of top industry partners to augment, streamline and digitize financial services for our Member Firms and their clients. Below is a short list of just a few of the vendors we partner with to help maximize the advisor-client experience.<\/div>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” min_height_tablet=”auto” min_height_phone=”auto” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”||||false|false” border_radii=”on|15px|15px|15px|15px” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_ValmarkMyCase_2.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Valmark MyCase” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]<\/p>\n

Streamline your back-office operations using our proprietary platform for processing new business and service items digitally, including the ability to make financial planning requests and track in-progress cases.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_Morningstar.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Morningstar” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Provide your clients with an enhanced level of service through this one-stop solution for detailed investment research, risk tolerance, and financial planning. [\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_AdvicePay.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – AdvicePay” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Streamline your process for collecting consulting and financial planning fees through this electronic fee-for-service billing solution.[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_eMoney.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – eMoney” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”auto” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Deliver comprehensive financial planning no matter how complex your client\u2019s situation is using a single portal with a birds-eye view of aggregated account data for each client.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/FinTech_Albridge.jpg” image_icon_width=”75%” icon_placement_tablet=”” icon_placement_phone=”” icon_placement_last_edited=”on|desktop” image_icon_width_tablet=”50%” image_icon_width_phone=”50%” image_icon_width_last_edited=”on|phone” admin_label=”BLURB – Albridge” _builder_version=”4.17.4″ _module_preset=”default” body_text_align=”center” body_font_size=”12px” body_line_height=”1.4em” background_color=”#FFFFFF” text_orientation=”center” min_height=”265px” min_height_tablet=”auto” min_height_phone=”auto” min_height_last_edited=”on|desktop” height_tablet=”” height_phone=”” height_last_edited=”on|phone” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”25px|25px|25px|25px|false|false” body_font_size_tablet=”14px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_radii=”on|75px|75px|75px|75px” global_colors_info=”{}”]Enhance your client-facing services using this data aggregation software for your entire book of business along with client-approved performance reporting capabilities.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ 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[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” admin_label=”Section” _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

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Securities offered through Valmark Securities, Inc. Member FINRA\/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
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[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<\/span>","protected":false},"excerpt":{"rendered":"

Wealth Transfer\u00a0Tools Life Insurance 10X Life Insurance 10X is a compilation of unique tools and processes designed to make the life insurance experience ten times (10X) better for advisors and clients. Life Insurance 10X is comprised of 5 main principles: 1) Recommending and working only with companies committed to policyholders, 2) Products customized to client needs, 3) Competitive underwriting to obtain the best underwriting class, 4) Optimizing the policy to allow the client to benefit from the unique tax advantages life insurance can bring and 5) Ongoing management and monitoring of the policy over the long-run. Learn More \u201cThe team at Valmark has quadrupled our capacity to write more policies. I can do 3-4 life insurance case designs\u00a0per day\u00a0as a result of all the resources their people provide. They collaborate to tailor each case to the client, they run the numbers, and manage the medical underwriting.\u201d Tate Groome, CFP, CLU Co-CEO & Director of Insurance Strategies Colton Groome & Company Valmark Member since 2002

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