Individuals & Personal Wealth
Personal guidance that supports your goals at every stage of life, helping you make confident financial decisions with clarity and direction.
Companies & Corporations
We support organizations in caring for their people and planning ahead, providing guidance on benefits, retirement programs, and key transitions.
Family Wealth & Estates
We help families protect their wealth and prepare for what’s ahead, offering steady planning for estates, transitions, and lasting priorities.
Foundations &
Non-Profits
Purpose-driven organizations gain guidance that honors their mission, helping leaders manage resources, deepen impact, and serve communities.
*Valmark Securities supervises all life settlements like a security transaction and its registered representatives act as brokers on the transaction and may receive a fee from the purchaser. Once a policy is transferred, the policy owner has no control over subsequent transfers and may be required to disclose additional information later. If a continued need for coverage exists, the policy owner should consider the availability, adequacy, and cost of the comparable coverage. A life settlement transaction may require an extended period to complete and result in higher costs and fees due to their complexity. Policy owners considering the need for cash should consider other less costly alternatives. A life settlement may affect the insured’s ability to obtain insurance in the future and the seller’s eligibility for certain public assistance programs. When an individual decides to sell their policy, they must provide complete access to their medical history and other personal information.
