ValMark Securities is a national independent broker dealer specializing in equity, investment advisory and risk management products and support services for the nation's top echelon of wealth transfer and corporate insurance firms.

 

Licensed in 50 states for life insurance and securities, the firm has over 100 Member Offices (independently-owned) throughout the U.S. ValMark's corporate offices are located in Akron, Ohio and St. Paul, Minnesota.

 

Affiliates

ValMark's affiliated companies include ValMark Advisers, an SEC-registered investment advisory firm, and Executive Insurance Agency,
A Master General Agency for general account life insurance products. ValMark added a FINRA compliant life settlement brokerage division
in 2004.

 

History

The company traces its origins to the founding of Executive Insurance Agency in 1963 by Lawrence S. Rybka, one of the first in the industry to organize his firm around the concept of allowing financial professionals to build independent businesses under their own brand. Rybka was
also one of the first pioneers to integrate technical advice with product recommendations by forming attorney/CPA teams to support sales professionals. This technical orientation continues today at ValMark
with a high percentage of Members holding a JD, CPA, CLU,ChFC or
CFP designation.

 

 

Relationships

ValMark maintains business relationships and selling agreements with leading financial services and life insurance companies. Unlike those companies, however, ValMark does not issue insurance products or securities.

 

Comprehensive Back Office Support

With a national reputation for exclusive private services for its Member Offices, ValMark's 100 member staff is composed of one of the most distinguished professional teams in the industry with experience and credentials spanning multiple financial disciplines. The ValMark team functions as a back-office for Member Offices, giving them the advantage of being able to consistently deliver to their clients one of the most comprehensive and innovative arrays of services and expertise available in the financial services industry.

 

Product Specialist and
Advanced Case Designers

Include attorneys, CPAs, MBAs, CFPs, CLUs and ChFCs - most of whom are FINRA Registered Principals to provide independent assessment and analysis of recommended plans, solutions and products. These Senior Specialists provide concierge-level service in multiple lines of business, including Investments, Life Insurance, Business Continuation Plans, Long Term Care, Annuities, Disability Insurance, Qualified and Non-Qualified Retirement Plans, Trust-Owned Life Insurance and Life Settlements.

 

Valmark's Underwriting Division

Includes former Vice Presidents of Underwriting with a combined
total of over 70 years of home office experience at major insurance carriers, a physician, a former insurance company Medical Director,
and a senior staff of case managers, business processing and policy service specialists.