{"id":840,"date":"2016-08-23T13:01:47","date_gmt":"2016-08-23T13:01:47","guid":{"rendered":"http:\/\/www.valmarkfg.com\/site\/?post_type=project&p=840"},"modified":"2024-12-13T17:41:43","modified_gmt":"2024-12-13T17:41:43","slug":"valmark-concierge-services","status":"publish","type":"project","link":"https:\/\/valmarkfg.com\/site\/project\/valmark-concierge-services\/","title":{"rendered":"Valmark Concierge Services"},"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=”50px|0|50px|0″ transparent_background=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”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\u00a0Transfer<\/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″ admin_label=”Row” _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\/icon_concierge.png” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” admin_label=”Image” _builder_version=”4.16″ animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” use_border_color=”off” border_color=”#ffffff” border_style=”solid” animation=”left” sticky=”off” always_center_on_mobile=”on” 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 admin_label=”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” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

VALMARK CONCIERGE SERVICES<\/h1>\n

Valmark\u2019s Concierge Services simplifies the life insurance process for advisors and their clients by contacting the client directly to complete the application paperwork, collect signatures and coordinate the necessary underwriting requirements. This unique approach leverages Valmark\u2019s expertise to reduce the amount of information the agent gathers at the point of sale, removing the administrative complexity for Member Firms. Finally, the flexibility of Valmark\u2019s Concierge Services is unmatched – providing service on a case-by-case basis, on both large and small cases and on various products including Life, Long-Term Care and Disability Insurance.
\n[\/et_pb_text][et_pb_toggle title=”%22The Concierge Service allows you to outsource expensive overhead\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)” 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_width_all=”1px” border_color_all=”#949494″ border_style_all=”solid” use_border_color=”on” border_color=”#949494″ border_style=”solid” saved_tabs=”all” global_colors_info=”{}”]\u201cThe secret to running a lean operation is the life insurance Concierge service. It essentially allows you to outsource at least one really expensive hire to Valmark and avoid the headache of searching for the perfect person to bring on staff.\u201d<\/p>\n

Brian Hennaman<\/strong>, CFP
\nPresident & CEO
\nJames River Wealth Advisors
\nValmark Member since 2015
\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” admin_label=”Section” _builder_version=”4.16″ background_color=”#f7f7f7″ custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”50px|0|50px|0″ 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 admin_label=”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″ admin_label=”Filterable Portfolio” _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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” use_border_color=”off” saved_tabs=”all” global_colors_info=”{}”][\/et_pb_filterable_portfolio][\/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: Innovations Filterable Gallery (2024-1126)” _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” global_module=”227179″ saved_tabs=”all” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”INNOVATIONS AND ICONS” _builder_version=”4.25.2″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.2″ _module_preset=”default” global_colors_info=”{}”][dsm_filterable_gallery dsm_use_dynamic_images=”on” dsm_include_categories=”35,36,37″ dsm_image_sizes=”gform-image-choice-sm” dsm_column_gap=”100px” dsm_row_gap=”20px” dsm_custom_row_height=”on” dsm_row_height=”350px” dsm_show_all_images_text=”off” dsm_show_caption=”on” dsm_total_number_images=”100″ dsm_overlay_color=”#000000″ dsm_category_inactive_bg_color=”#002536″ dsm_category_active_bg_color=”#002536″ dsm_category_inactive_color=”#EAEAEB” dsm_category_active_color=”#4DBED5″ dsm_category_padding=”25px|25px|25px|25px|false|false” dsm_pagination_inactive_bg_color=”RGBA(255,255,255,0)” dsm_pagination_active_bg_color=”RGBA(255,255,255,0)” dsm_pagination_inactive_color=”RGBA(255,255,255,0)” dsm_pagination_active_color=”RGBA(255,255,255,0)” dsm_card_bg_color=”RGBA(255,255,255,0)” dsm_number_of_columns_tablet=”2″ dsm_number_of_columns_phone=”1″ dsm_number_of_columns_last_edited=”on|tablet” admin_label=”Supreme Filterable Gallery (2024-1213) ” _builder_version=”4.25.2″ _module_preset=”default” header_text_align=”center” header_text_color=”#002536″ header_font_size=”14px” dsm_caption_font=”|700|||||||” dsm_caption_text_align=”center” dsm_caption_text_color=”#002536″ dsm_caption_font_size=”20px” dsm_category_font=”|600|||||||” dsm_category_text_align=”center” dsm_category_font_size=”28px” dsm_pagination_text_align=”center” background_color=”RGBA(255,255,255,0)” width=”85%” max_width=”85%” module_alignment=”center” border_style_all_dsm_image_border=”none” border_style_all_dsm_pagination_border=”none” global_colors_info=”{}”][\/dsm_filterable_gallery][\/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 – Portfolio \/ Fin Tech (2022-1216)” _builder_version=”4.17.4″ background_color=”rgba(233,233,233,0)” background_image=”https:\/\/valmarkfg.com\/site\/wp-content\/uploads\/SITE_IMAGES_LRG_1920X1060_PortfolioFintech_004.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” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row padding_mobile=”off” column_padding_mobile=”on” _builder_version=”4.17.4″ 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=”4.17.4″ height=”3vh” 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” admin_label=”SECTION: Fin Tech (2022-1216)” _builder_version=”4.17.4″ background_color=”#dddddd” 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” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”off|off|off” _builder_version=”4.17.4″ _module_preset=”default” header_text_color=”#FFFFFF” global_colors_info=”{}”]<\/p>\n

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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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=”{}”]Audit quarterly billing and run ad-hoc performance reports on Valmark Wealth Solutions accounts.[\/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_Smarsh.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 – Smarsh” 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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=”{}”]Save time processing paperwork through this forms generation software that quickly and easily populates forms with client data. [\/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.
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

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<\/span>","protected":false},"excerpt":{"rendered":"

Wealth\u00a0Transfer VALMARK CONCIERGE SERVICES Valmark\u2019s Concierge Services simplifies the life insurance process for advisors and their clients by contacting the client directly to complete the application paperwork, collect signatures and coordinate the necessary underwriting requirements. This unique approach leverages Valmark\u2019s expertise to reduce the amount of information the agent gathers at the point of sale, removing the administrative complexity for Member Firms. Finally, the flexibility of Valmark\u2019s Concierge Services is unmatched – providing service on a case-by-case basis, on both large and small cases and on various products including Life, Long-Term Care and Disability Insurance. \u201cThe secret to running a lean operation is the life insurance Concierge service. It essentially allows you to outsource at least one really expensive hire to Valmark and avoid the headache of searching for the perfect person to bring on staff.\u201d Brian Hennaman, CFP President & CEO James River Wealth Advisors Valmark Member since 2015

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