As one of the nation’s leading independent life insurance professionals, McNair & Company became a member firm of Valmark Financial Group in 2001.

 

Founded in 1963, Valmark is an exclusive, 50+ year old, invitation-only consortium of independent wealth transfer and wealth management firms. Valmark Financial Group is comprised of a family of companies including Valmark Securities, Inc., a FINRA-registered securities broker-dealer, Valmark Advisers, Inc., an SEC-registered investment advisor, Executive Insurance Agency, LLC, a Master General Agency for life insurance products, and the Valmark Policy Management Company.

 

As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.

 

The exclusive, private services available to clients of McNair & Company are provided by one of the most distinguished professional teams in the life insurance and securities industries. Valmark’s senior team houses an office staff of over 100 full-time professionals who are experts in all aspects of financial planning, investment analysis and portfolio management, qualified and non-qualified retirement plans, life insurance underwriting and management, and regulatory compliance.

 

A WORLD CLASS UNDERWRITING ADVOCACY DIVISION

 

Valmark maintains one of the most distinguished underwriting and professional teams in the industry, with experience and credentials spanning multiple financial disciplines. They leverage their team of underwriting advocates to strategically obtain the best possible underwriting and pricing decisions for their clients.

 

HIGHLY CREDENTIALED AND SKILLED CASE ADVISORS

 

Including attorneys, accountants, MBAs, Certified Financial Planner Practitioners, Chartered Life Underwriters and Chartered Financial Consultants – many of whom are Financial Industry Regulatory Authority (FINRA) Registered Principals.