Very few firms have ValMark/Executive Insurance Agency’s five decades of experience and focus on integrating life insurance products into a broker dealer and investment advisory platform. With no proprietary products to push, ValMark supports its Member Offices through internal teams of experts who help you select best-in-class products from one of the widest ranges of life insurance, annuity and investment products from industry-leading providers, without pressure to sell any one vendor.

1. A FULLY STAFFED INSURANCE PRODUCER GROUP AND BROKER DEALER WITH EXPERT TEAMS who provide concierge-level service in each business line. These specialists are senior-level insurance and investment professionals who hold advanced degrees such as JD, MBA, CFP®, ChFC, CLU, CPA and MTAX.
2. VALMARK’S UNDERWRITING ADVOCACY PROGRAM™ — An independent, best-in-class underwriting facility with expertise in jumbo cases and complex medical histories. Staff includes four former insurance company Vice Presidents of Underwriting, a licensed physician, a former insurance company Medical Director; and a senior staff of case managers. Together, these experts give you a decided edge in obtaining the most competitive underwriting offers for your clients.
3. EXCLUSIVE ACCESS TO THE OPTIMIZED PORTFOLIO SYSTEM ™ (TOPS™) — the industry’s first all‐Exchange Traded Fund (ETF) investment platform
4. THE LIFE SETTLEMENT ADVOCACY SYSTEM™ — A fully transparent life settlement service that offers one of the industry’s most efficient, compliant and professional outlets for selling both separate account and general account life policies
5. SEVERAL CUSTOMIZED CHOICES OF RIA FORMATS that facilitate fee planning under the 1940 Investment Advisors Act, as well as a wide range of platforms and third-party managers for fee-based money management
6. A DEDICATED NEW MEMBER DEVELOPMENT STAFF and The 103-Point Transfer Process™ to smooth and expedite the education curve and transfer process when transitioning broker dealers
7. FULL-SERVICE QUALIFIED PLAN DEPARTMENT and proprietary, turnkey tools such as The Qualified Plan Design Questionnaire™ to help you objectively demonstrate multiple options for plan design and funding across mutual fund, group annuity and fee‐based options
8. A SECURE AND EXCLUSIVE INTRANET — to facilitate on‐line tracking and management of all cases in underwriting
9. AN INDUSTRY-LEADING EDUCATIONAL CONFERENCE – fully accredited for insurance, CPE, CFP® and PACE continuing education credits and featuring many of the leading names in financial services today.