Wealth Transfer


With our proprietary Private Underwriting Risk Evaluation (PURE) process, Valmark underwriters gather and evaluate a suite of underwriting evidence while protecting the identity and insurability of high-end clients. The risk assessment tools, our technical expertise and carrier relationships allow for anticipation of underwriting roadblocks and proactive negotiation of solutions for the end client.

"This proprietary process is a game changer…"

“The PURE process is the secret to why Valmark consistently delivers such low rates on life insurance. This proprietary underwriting exam is a game changer for offering life insurance and gives me a distinct advantage as an agent.”

Rudy Cecchi, JD, LLM
Rudy Cecchi & Associates
Valmark Member since 1989

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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