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Protecting your Wealth

Whether you are evaluating existing coverage or seeking new insurance, Marcum Insurance uses a unique five-step process called Life Assurance 360™ to make certain your policy fits your current needs, and continues to serve its intended purpose for the duration of the policy.

By taking a comprehensive, 360 degree approach to designing, implementing and managing life insurance, we believe that the outcome produced for our clients is better than when each of these steps is addressed isolation… that the whole is indeed greater than the sum of its parts.

Personal Insurance Planning

Marcum Insurance's Personal Insurance Planning uses a unique five-step process called Life Assurance 360 to make certain your policy fits your current needs.

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Business Insurance Planning

Marcum Insurance's Business Insurance Planning helps you prepare for unexpected events that can adversely effect the future of your business.

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Medicare and Senior Planning

Marcum Insurance's Medicare and Senior Planning offers a personalized service that simplifies the maze of Medicare options available to individuals

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Long-Term Care Planning

Determining whether long-term care insurance is right for you depends on what your financial situation will be when you need long-term care services.

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About Marcum Insurance

Marcum Insurance Services is a dedicated consulting practice assisting individuals and businesses to identify and address their unique insurance needs. As a Marcum affiliate, our insurance consultancy proactively collaborates with experts in complementary disciplines so we can comprehensively address your financial dynamics, including your tax and estate planning situation relative to your overall wealth.

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
130 Springside Drive, Akron, Ohio 44333. (800) 765-5201. FINRA | SEC

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Cleveland, OH 44143

866.605.1901
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