Education and Recognition

• Customized Member Office Unique Team Process™
• The School of Life™
• The School of Excellence™
• VM Audio Newsletter
• The ValMark 401(k) Summit
• MDRT
• AALU
• Member Office Forum
• By the Numbers™
• Leaders and Founders Incentive Trip
• Partners in Success Program

Business Continuation

• Next Financial Leaders Group™
• The ValMark Member Office Business Continuation Report™
• Exit Planning Strategies

Transition Breakthrough

• Synergy Filter
• The ValMark Resource Universe™ “R” Factor Procedure
• Customized Transition Blueprint
• Customized Member Office Unique Team Process™
• Business Launch System™

Practice Management

• VM Desktop
• Member Office Website Creation
• Commissions on Demand™

Investment/Advisory

• Albridge / The ValMark Oneview™ System
• NetX360
• LaserApp

Insurance

• VitalSigns™ and Product Comparison Systems
• Member Application Report System™ (MARS)
• The e-form Engine™ / iPipeline

Tech Sherpa™

• Technology and Efficiency Analysis
• Efficiency and Integration Blueprint
• Document Management Solution
• Roadmap for Growth Project Plan

Investment Tools

• Investment Plan Design Questionnaire™
• The Qualified Plan Design Questionnaire™

Advisory Tools

• The Optimized Portfolio System™ (TOPS)
• The Optimized Portfolio System for 401(k)s™ [TOPS 401(k)]
• VM ACCESS™

Annuity Tools

• The Variable Annuity Marketing Brochure
• The ValMark Annuity Wizard™
• Peer Annuity Scoring System (PASS™)
• The ValMark Immediate Annuity Quoting System™

Case Design

• Project Janus
• The Life Insurance Design Questionnaire® (LIDQ®)
• Life Insurance Policy Management
• Carrier Snapshots

Underwriting Advocacy

• Underwriting Advocacy™
• Quick Quotes
• PURE Medical Solution™
• Pre-Qualification Underwriting Questionnaire™

Life Settlement Advocacy

• Life Settlement Filter
• Life Settlement Inquiry
• Life Settlement Engagement Agreement™
• Resource Library

TOLI

• The TOLI Expert Engagement Agreement™
• The Life Insurance Design Questionnaire® (LIDQ®)
• The Life Insurance Policy Management Statement™
• The Comprehensive Market Analysis™
• The Policy Assurance Protocol™

Professional Partnerships

• The Professional Partnerships Explorer™
• The Professional Partnerships Brochure
• The Professional Partnerships Toolkit
• The Multi-Disciplinary Practice Blueprint™ (MDP Blueprint)

Marketing Makeover

• Statement of Strategic Advantage
• TOLI Expert System™
• Customized Policy Review System™ (CPR System™)
• Comprehensive Marketing and Business Plan