Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors
Valmark Financial Group announced today the launch of a client and advisor-friendly eSignature process that leverages its exclusive MyCase platform. The new system provides independent financial advisors affiliated with Valmark Financial Group the ability to open and service accounts electronically with multiple vendors without the administrative hassles required by other industry solutions
The Plain Dealer Names Valmark Financial Group A Winner Of The Cleveland Top Workplaces 2020 Award
Valmark Financial Group has been awarded a Top Workplaces 2020 honor by The Plain Dealer. Valmark ranked 12th among 100 reputable companies in the Northeast Ohio small business space to be recognized as a Top Workplace.
Valmark Financial Group Launches Life Insurance Fulfillment Tool™ (LIFT™)
As the life insurance industry navigates complexities, Valmark invests in expanded toolkit for simplifying the client-advisor experience with electronic and remote processing for life insurance
Valmark Financial Group Announces New Board Member
Valmark Financial Group today announced the appointment of Kristin M. Ferguson, an insurance industry veteran with almost two decades of experience, to the company’s Board of Directors
Valmark Financial Group Strengthens Partnership With Lincoln Financial Group to Offer a Robust ETF Portfolio Solution Within Variable Universal Life and Variable Annuity Products
Expanded partnership brings added value to clients through new product availability — combining features that are both in high demand and offer professional ETF portfolio management
Valmark Financial Group Well Positioned For Industry-Wide Implementation Of Best Interest Standard For Life Insurance Through End-To-End Suite Of Innovative Service Offerings
Regulation 187 and the CFP Board are changing suitability standards for life insurance and annuity transactions, prompting the industry to significantly alter the delivery of life insurance products to demonstrate recommendations are in fact in clients’ best interests
Valmark Financial Group Appoints Ken Ehinger As Vice President, Strategic Initiatives
Newly created role builds upon Valmark’s core value of building lasting, mutually beneficial partnerships
Valmark Policy Management Company Recognized For Innovative Approach To Managing Life Insurance Policies
Ongoing, active monitoring and management of in force policies is changing the advisor-client relationship experience
Valmark Financial Group and Sequoia Financial Group Announce Innovative Joint Venture to Revolutionize the Life Insurance Industry
Joint venture to create a seamless, end-to-end experience for advisors and their clients when searching for, obtaining and preserving a life insurance policy
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