About Valmark industries
Valmark Industries: A Leading Independent Broker-Dealer for Life Insurance and Securities
Valmark Industries is a well-known independent broker-dealer that has been providing top-notch services in the life insurance and securities industry for many years. With corporate offices located in Akron, Ohio, and St. Paul, Minnesota, Valmark is licensed to operate in all 50 states of the United States.
At Valmark Industries, we pride ourselves on our commitment to excellence and our ability to provide customized solutions that meet the unique needs of each of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals by offering a wide range of products and services.
Our Services
As an independent broker-dealer, we offer a broad range of services that include:
1. Life Insurance: We offer various types of life insurance policies such as term life insurance, whole life insurance, universal life insurance, indexed universal life insurance (IUL), variable universal life (VUL) among others.
2. Securities: We provide access to a wide range of investment products such as mutual funds, exchange-traded funds (ETFs), stocks & bonds among others.
3. Wealth Management: Our wealth management team provides comprehensive financial planning services including retirement planning & income strategies.
4. Business Planning: We help business owners with succession planning strategies including buy-sell agreements funded with life or disability income protection policies.
5. Estate Planning: Our estate planning experts can help you create an estate plan that will ensure your assets are distributed according to your wishes after you pass away while minimizing taxes paid by your heirs.
Why Choose Valmark?
There are several reasons why you should choose Valmark Industries for your financial needs:
1. Experience - With over 50 years in business serving clients nationwide we have seen it all when it comes to market cycles and economic conditions which allows us to provide sound advice regardless what's happening in the world around us.
2. Independence - As an independent broker-dealer we have no proprietary products or quotas from any one company so our advisors can recommend what's best for their clients without any conflicts-of-interest.
3. Customized Solutions - At Valmark Industries we understand every client has unique needs so we take time getting know each client personally before making recommendations.
4.Technology - We invest heavily into technology platforms allowing us streamline processes making it easier for advisors focus on serving their clients rather than administrative tasks.
5.Training & Support – Our training programs are designed not only teach new advisors how be successful but also how build long-term relationships with their clients.
Conclusion
In conclusion if you're looking for an experienced independent broker-dealer who can provide customized solutions tailored specifically towards meeting your individual or business' financial goals then look no further than Valmark industries! Contact us today learn more about how we can help you achieve success!