Policy Management Company (PMC) Partnership

Valmark’s Policy Management Company partners with your insurance advisor to reduce the risk of your life insurance policy not performing as designed.

Through a detailed review process and objective analysis, the PMC determines the current performance of your policy and identifies solutions to improve it as needed. Active and ongoing management with annual reviews keep the policy on track and performing as intended.

Number of different product companies managed by the PMC

Number of different products managed by the PMC

Amount (in billions) of death benefit under management

%

Percentage of policies without active management that are underperforming

 

Thought Leadership

No One In The Pilot’s Seat

Whose Policy Is It Anyway?

Life Insurance 10X: Chapter 11 – Ongoing Policy Management

 

Case Studies

Insurance Review Uncovers Pending Policy Lapse

The Case of the Missing Loan Repayment

The Case of the Premium Over-Payment

 

PMC Resources

PMC Partnership Brochure

Who’s Managing your Policy?

Insurance Carrier Premium Payment Info

Meet your PMC Team at Valmark

Lawrence J. Rybka, JD, CFP®
President and CEO
Valmark Financial Group

Chris Bottaro, MBA
Vice President of Insurance Services
Valmark Financial Group

Michael Michlitsch, MBA, CRPC®
Vice President, In Force Insurance Solutions

David Ayers
Insurance Specialist
Valmark Financial Group

Clay Knoke, CRPC, ALMI
Insurance Analyst
Valmark Financial Group

Chris Anderson
Policy Management Associate
Valmark Financial Group

Ben Rymer, FALU
Insurance Analyst
Valmark Financial Group

Tom Love, CLU, FLMI
Vice President, Insurance Analytics
Valmark Financial Group

Contact Us

Do you have in-force policies in need of a review? We would love the opportunity to have a conversation with you about our ongoing policy management and monitoring service.

Please send us a message below and we will get back to you as soon as possible.

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. FINRA | SEC | SIPC |MSRB  |  ©2016 Valmark Financial Group | All rights reserved.