Valmark News

The Plain Dealer Names Valmark Financial Group a Cleveland Top Workplace Award Winner for the Second Year in a Row

Valmark Financial Group has been named a Top Workplace by The Plain Dealer for the second year in a row. The list is based solely on employee feedback gathered through a third-party, with the results of top performers published in the Plain Dealer. The survey is anonymous and uniquely measures 15 drivers of engaged cultures that are critical to the success of any organization, including alignment, execution, and connection.

Valmark Financial Group Adds MassMutual To Its Line-Up Of Preferred Insurance Partners

Addition of MassMutual gives Valmark member firms access to more options for meeting clients’ unique needs from a strong company committed to policyholders

Valmark Financial Group Launches Its TOPS® ETF Portfolios Within John Hancock’s Suite Of Variable Insurance Solutions

Valmark Financial Group today announced the launch of its TOPS® ETF Portfolios as investment options within the variable life insurance solutions offered by John Hancock. The addition of John Hancock further solidifies TOPS® as the leading independent provider of ETF Portfolios within the life insurance and annuity market. Since its founding, Valmark has been at the intersection of the life insurance and investment world, and now, with almost 20 years of experience, TOPS® is one of the longest running managers of ETF portfolios in the U.S.

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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