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Our Concierge Services simplify the life insurance application process by providing a confidential and highly personalized service to help coordinate your client’s application paperwork and necessary medical requirements. These services are offered exclusively to the clients of Valmark Member Offices and their allied professionals.
These private insurance services are made possible by:
Time-tested methodology and technology
A dedicated team of experienced insurance operations specialists
Strong relationships with the industry’s leading insurance carriers
Over 60 years of experience providing private, sophisticated services to valued clients of Valmark insurance professionals.
