The Giles Financial Group

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Life Insurance

To help THE GILES FINANCIAL GROUP provide you with the very best products and services, ValMark Securities, Inc. has carefully assembled a group of quality life insurance companies with diverse products and manufacturing strengths.

ValMark Securities, Inc. is a national independent broker dealer specializing in equity, investment advisory and risk management products and support services for some the nation's top echelon of wealth transfer and corporate insurance firms.

Licensed in 50 states for life insurance and securites, the firm has 100 independently owned Member Offices, such as The Giles Financial Group, throughout the United States. ValMark's corporate offices are located in Akron, Ohio and St. Paul, Minnesota.

Very few firms have ValMark/Executive Insurance Agency’s five decades of experience and focus on integrating life insurance products into a broker dealer and investment advisory platform. With no proprietary products to push, ValMark supports its Member Offices through internal teams of experts who help you select best-in-class products from one of the widest ranges of life insurance from industry-leading providers, without pressure to sell any one vendor.

The insurance companies' tax, legal, and plan design experts have developed strategies to help you make informed decisions about what product to purchase. Member Firms also have access to experts in estate and charitable tax planning, and product design.

The Giles Financial Group in coordination with ValMark’s Insurance Teams Include:

A FULLY STAFFED INSURANCE PRODUCER GROUP AND BROKER DEALER WITH EXPERT TEAMS who provide concierge-level service in each business line. These specialists are senior-level insurance and investment professionals who hold advanced degrees such as JD, MBA, CFP®, ChFC®, CLU®, CPA and MTax.
VALMARK’S UNDERWRITING ADVOCACY PROGRAM™ — An independent, best-in-class underwriting facility with expertise in jumbo cases and complex medical histories.
THE LIFE SETTLEMENT ADVOCACY SYSTEM™ — A fully transparent life settlement service that offers one of the industry’s most efficient, compliant and professional outlets for selling both separate account and general account life policies.

Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431* 1-800-765-5201. The Giles Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. ValMark Securities, Inc. makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is ValMark Securities, Inc. liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Investors should consult with their own professional advisor regarding the potential tax, estate, and legal considerations that may arise in connection with entering into a life settlements transaction. Proceeds from a life settlement transaction may be taxable under federal or state law to the extent the proceeds exceed the cost basis. The proceeds from a life settlement transaction may be subject to claims of creditors. The receipt of proceeds from a life settlement transaction may adversely impact eligibility for government benefits and entitlements. The amount received for the sale of the Policy may be impacted by the circumstances of the particular purchaser of the Policy, the insured’s life expectancy, future premiums, the death benefit, the terms of the Policy, and the current market for insurance policies, among other factors. The amount received for the sale of the Policy may be more or less than what others might receive for the sale of a similar policy. There may be high fees associated with the sell of a Life settlement.

Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as a financial planner.