Our Back Office Specialists
Through our relationship with the Valmark Financial Group, we work with a senior team of over 100 professionals, who serve as a back office support staff for Good Financial Group. A sample representation of the team’s credentials includes:
AN UNDERWRITING ADVOCACY TEAM with several former insurance company Underwriting Vice Presidents and Medical Directors, a licensed physician, and a senior staff of case management, business processing and policy service specialists.
PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including attorneys, accountants, MBAs, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants. Many are FINRA Registered Principals who provide independent assessment and analysis of recommended products and services.
STATE-OF-THE-ART INFORMATION TECHNOLOGY DIVISION that is fully integrated with many of our profession’s top providers as well as world-class custodians such as Schwab Institutional, TD Ameritrade, and Pershing.