Wealth Transfer


The Policy Management Company provides Valmark Member Offices and their allied professionals with policy monitoring and management services for their clients’ in-force life insurance policies. This is accomplished through an effective combination of technology, a dedicated team of experts, and Valmark’s 50+ years of experience providing sophisticated life insurance tools and solutions for insurance professionals. The Policy Management Company manages $50M+ of annualized premium by over 165 products issued by more than 25 different carriers. To learn more about Valmark’s Policy Management Company, click here!

"Valmark’s Policy Management service allows me to conduct business from ANYWHERE…"

“Valmark’s Policy Management Company has transformed my insurance business. They track any change that affects a policy as long as it’s in force. Now I can literally service my business anywhere in the nation with a laptop and a phone call to Valmark. It’s an amazing system!”

Tom Bishop, CLU, AEP
The Bishop Company, LLC
Valmark Member since 2013

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  |  ©2020 Valmark Financial Group | All rights reserved.