LIFE ASSURANCE 360
Filed: November 9, 2017
Life insurance advisory services; advising and designing financial plans involving life insurance; sale of life insurance…
Owned by: Valmark Financial Group, LLC
Serial Number: 87678686
LA360
Fully integrated end-to-end life insurance planning model
Owned by: Valmark Financial Group, LLC
Serial Number: 87704351
LA360
Filed: December 5, 2017
Life insurance advisory services; financial planning, namely, advising and designing financial plans involving life insurance…
Owned by: Valmark Financial Group, LLC
Serial Number: 87708011
VALMARKFG
Filed: December 5, 2017
Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange…
Owned by: Valmark Financial Group, LLC
Serial Number: 87708014
VWS FLEX
Filed: November 12, 2018
Consulting services in the field of exchange traded funds
Owned by: Valmark Financial Group, LLC
Serial Number: 88190493
ARC
Filed: November 30, 2018
A process which addresses the planning and preparation needed to accumulate wealth for retirement during an individual's…
Owned by: Valmark Financial Group, LLC
Serial Number: 88212642
THE LIFE INSURANCE DESIGN QUESTIONNAIRE
Filed: February 6, 2019
Questionnaires on insurance matters to assist purchasers and life insurance salesmen in the review and analysis of competitive…
Owned by: Valmark Financial Group, LLC
Serial Number: 88290518
VWS HEDGED EQUITY
Filed: February 26, 2019
Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange…
Owned by: Valmark Financial Group, LLC
Serial Number: 88316192
KEEP
Marketing term for use in marketing and selling strategies in the non-qualified employee benefit plan marketplace
Owned by: Valmark Financial Group, LLC
Serial Number: 88485659
5R
Filed: March 23, 2020
Administration of non-qualified employee benefit plans concerning insurance and finance; providing information in the field…
Owned by: Valmark Financial Group, LLC
Serial Number: 88844223
BRING THE GOLDEN RULE TO LIFE
Filed: October 29, 2020
Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange…
Owned by: Valmark Financial Group, LLC
Serial Number: 90287397
TARGET RANGE FUNDS
Filed: April 6, 2021
Financial asset management; Investment advisory services
Owned by: Valmark Financial Group, LLC
Serial Number: 90626052
TARGET RANGE
Filed: April 6, 2021
Financial asset management; Investment advisory services
Owned by: Valmark Financial Group, LLC
Serial Number: 90626716
TARGET RANGE PORTFOLIO
Filed: July 18, 2022
Financial asset management; Investment advisory services
Owned by: Valmark Financial Group, LLC
Serial Number: 97507180
THE LIFE INSURANCE DESIGN QUESTIONNAIRE
Filed: July 22, 2024
Questionnaires on insurance matters to assist purchasers and life insurance salesmen in the review and analysis of competitive…
Owned by: Valmark Financial Group, LLC
Serial Number: 98660452
