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About Valmark Financial Group
Valmark Financial Group is a financial services company offering management and advisory services for life settlements, reverse mortgages, and other longevity assets. It provides insurance and investment solutions for high net-worth clients through subsidiaries like Valmark Securities and Valmark Advisers. The company integrates financial services into CPA practices and supports independent wealth advisory firms. Its unique selling proposition is its commitment to integrity and innovation, providing concierge-level support to member firms. Valmark targets high net-worth individuals and independent financial professionals, offering a blend of insurance, securities, and investment advisory services[1][3][5].
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