Wealth Management

Comprehensive Annuity Review
and Evaluation Service™ (CARES)

The CARES Process™ is designed to educate annuity contract holders on the features of their current product compared to what is available in the marketplace today and to evaluate whether or not the annuity they own continues to meet their needs.

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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