Valmark Financial Group

At this year's #valmarkmembersummit, Michael Michlitsch, VP, Inforce Insurance Solutions, discussed how Valmark's Policy Management Company and Life Settlements team can help turbocharge business. Complete with a look at Valmark's brand new Inforce Insurance Hub, Michael showed Member Firms how to mine their current book of business for opportunities to improve or sell existing policies while providing specific recommendations for clients and prospects. Well done, Michael!

Last night, we wrapped up our annual Member Summit meeting at the JW Marriott Orlando with a really fun karaoke night! Thank you to all of our wonderful Members, employees, and sponsors for another engaging, inspiring and memorable event. Until next year! #ValmarkMemberSummit

This afternoon, Geoff Moore provided members with practical advice and tips for fine tuning their FinTech, discussing the latest Valmark technology solutions, results from Valmark’s FinTech survey, additional technology opportunities to employ during the client review process, and an update on AI. Thanks, Geoff! 

Shout-out to Dennis Moseley-Williams who presented live on main platform this morning on the unique competitive advantage that advisors can create for clients – an exceptional experience that is consistent, memorable and meaningful. Step-by-step, he described the processes that can transform one’s practice into an experience-driven enterprise built on trust and advocacy. Thank you, Dennis! #valmarkmembersummit

Economist Anirban Basu returned to our Member Summit stage again this year to supply us with in-depth analysis of major factors shaping economic outcomes, including interest rates, global conflict, wage dynamics, business confidence, and demographics. He also gave a forecast for the coming year, highlighting the major risks that economic stakeholders will likely encounter. Thank you, Anirban, for another memorable and engaging session!  #ValmarkMemberSummit

Long-time Valmark Member, David S. McKechnie, CLU®, took the stage this morning sharing his approach to giving presentations to affluent donors on the boards of local charities and how he parlays it into new business opportunities while also benefiting his local community. Thanks, David! #ValmarkMemberSummit

The second day at #ValmarkMemberSummit began with a State of the Firm address by Valmark’s President, Caleb Callahan, CFP®, CKA®, CEPA®, who shared updates with Member Firms on the state of all things Valmark and our future plans. Member Firms took away information to maximize their relationship with Valmark, grow their business, and have clarity and confidence for the future. 

Last night, we had our annual Global Gift Fund (GGF) dinner and reception where our President, Caleb Callahan, hosted Jeff Holler, Founder and CEO of The Capital Chart Room LTD® on stage. Jeff spoke about the importance of being intentional around life’s biggest priorities.     To conclude the night, Caleb honored Jeff with the prestigious 2024 Golden Rule Lifetime Impact Award for his global stewardship efforts, the most recent being his involvement with Freedom Business Alliance, a global organization working to create safe employment opportunities for human trafficking survivors and those at risk.   Like many Valmark Members, Jeff epitomizes what it means to Bring the Golden Rule to Life. Congratulations, Jeff, and thank you for sharing your incredible stories of altruism with us!    The Valmark GGF is a combined effort between Valmark and Member Firms to support charities around the world, aid those in need, and overall make the world a better place. #ValmarkMemberSummit #dogood #makingadifference #GoldenRule #ValmarkMemberSummit

Always a fan favorite and returning this year was Bobby Samuelson, who took to the stage with an update on the future of life insurance products in a higher interest rate environment. During the session, Bobby analyzed and discussed how higher interest rates and economic and demographic changes are impacting the universe of product types. Your insights are invaluable as always, Bobby! #ValmarkMemberSummit

This afternoon we heard from Michael Amoia, JD, LLM(Tax), VP of Advanced Markets, on the current rule and impact of the estate tax exemption sunset set to take place at the end of 2025. Michael dug into planning techniques that advisors and their clients may consider with a little less than a year to go. #ValmarkMemberSummit