Policy Management



CRPC, INSURANCE ANALYST

As an Analyst of the Policy Management Company, Clay Knoke conducts the analysis of the individual policies managed by the PMC and works directly with advisors and agents to decipher the technical details relating to each product and situation. Prior to working with the PMC, Clay ran a financial advising practice guiding individual clients for […]

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INSURANCE SPECIALIST

As the Specialist of the Policy Management Company, David Ayers researches and resolves issues facing inforce policies. He reviews and manages term insurance policies and facilitates the implementation of recommendations. Prior to working with the PMC, David graduated from Gustavus Adolphus College with a degree in Financial Economics. He holds a life insurance license and […]

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FALU, INSURANCE ANALYST

As an Analyst of the Policy Management Company, Ben Rymer conducts the analysis of the individual policies managed by the PMC and works directly with advisors and agents to decipher the technical details relating to each product and situation. Prior to working with the PMC, Ben worked in Valmarkā€™s Underwriting and New Business department since […]

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CFS, CRPC, DIRECTOR OF POLICY MANAGEMENT COMPANY

As Director of the Policy Management Company, Michael Michlitsch leads the growth and development of the Policy Management Company as a valuable resource for ValMark Member Firms and individual clients. For over 16 years, Michael has worked closely with financial advisors to better serve the needs of their clients. His technical knowledge and financial education […]

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Long Road Risk Management Services, LLC

130 Springside Drive
Suite 120
Akron, OH 44333
(330) 576-1221

Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Akron, Ohio 44333-2431* 1-800-765-5201. Long Road Risk Management Services, LLC is an affiliate of Valmark Securities, Inc.