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OUR BROKER DEALER, VALMARK   

Valmark Financial Group is a 60 year old national producer group and its associated broker-dealer Valmark Securities, Inc. (FINRA member and SIPC), and Investment Advisor, Valmark Advisors, Inc. Valmark works with approximately 100 independent firms like ours across the U.S. and its member firms have over$40 billion in life insurance in force as well as over $11 billion in assets under management. Our clients benefit from both the buying power and the technical expertise of Valmark Securities. It is the combination of excellent products from an independent firm like ours, but more importantly the documented process for monitoring and servicing them, that makes us the firm of choice for our clients.

Strategic Alliance Partners

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