Analyst, Insurance Marketing
In his role as an Analyst on the Insurance Marketing team for our partner, Valmark Financial Group, Eric Van Meter is responsible for assisting Member Firms with life insurance and long-term care insurance case design and product research. He works with insurance carriers and advisors to ensure that clients are getting the best service. He joined Valmark through its internship program, working with both the financial planning and insurance marketing teams. Mr. Van Meter holds a Bachelor’s degree in Financial Planning from The University of Akron and is a Chartered Life Underwriter® and Certified Financial Planner™ (CFP®) professional. He also holds Series 7, 24, and 66 registrations and Ohio Life, Health and Variable licenses.
Through our relationship with the ValMark Companies, we have access to an experienced support team, with credentials spanning multiple financial disciplines – from legal, accounting, tax and financial advisory expertise to life insurance, retirement planning and securities. This team of over 100 professionals serves as our back office support staff.