As one of the nation’s leading independent life insurance sales teams, Churchley Financial Group LLC is proud to be a Member Firm of ValMark Securities Inc. ValMark is an elite, invitation only group of the nation’s leading independent wealth-transfer advisors. Collectively we have an estimated $42 billion of in-force insurance with the industry’s top life insurance companies, giving us preferred access and leverage to negotiate the best arrangements on behalf of our clients.
Fred W. Churchley III has twice been recognized as Insurance Professional of the Year at ValMark Securities Inc.
Underwriting: Because the single most important impact on life insurance pricing is successful underwriting, ValMark maintains one of the most distinguished underwriting teams in the industry, including several former Vice Presidents of Underwriting with home office experience at major insurance carriers, a licensed physician, and a former insurance company Medical Director. We are able to leverage this team of underwriting advocates to help us strategically obtain the best possible underwriting and pricing decisions for our clients.
Design: ValMark’s staff is composed of one of the most distinguished professional teams in the industry with experience and credentials spanning multiple financial disciplines. Combining our professional expertise with ValMark’s experienced back office team gives us the advantage of being able to consistently deliver to our clients one of the most comprehensive and innovative arrays of services and expertise available in the industry.