Clay Knoke, CRPC
INSURANCE ANALYST
As an Analyst of the Policy Management Company, Clay Knoke conducts the analysis of the individual policies managed by the PMC and works directly with advisors and agents to decipher the technical details relating to each product and situation. Prior to working with the PMC, Clay ran a financial advising practice guiding individual clients for over 6 years through their investment, insurance, and estate needs. It is through this deep industry knowledge, technical skills, and education that Clay provides accurate, detailed, and comprehensive life insurance policy reviews. He has earned his Chartered Retirement Planning Counselor designation and hold FINRA Series 7 & 66 registrations.
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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