Helping advisors to grow their practices with confidence.

Join the hundreds of agents and advisors we have helped see more qualified prospects, close more sales, and generate more revenue.

Book a Strategy Session

More Than Just an IMO, a Commitment to Your Success

We’re more than just a resource—we’re your dedicated team, invested in helping you grow your practice. From marketing and technology to personalized coaching and guidance, we bring together industry expertise to support you every step of the way.


Let’s grow together.

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Why choose Valor Financial Specialists?

With Valor, you unlock a comprehensive suite of services tailored to the unique needs of advisors in the life, annuity, health and alternative marketplace. With over 20 years of industry expertise, we understand the power of relationships and are dedicated to supporting every aspect of your business.


Portfolio Solutions

Reliable Marketing Solutions.

Marketing is more than just a trend—it’s essential for growth. At Valor, we offer access to a specialized in-house marketing team with deep expertise across every aspect of marketing. We work closely with you to create and implement customized marketing strategies that are focused on delivering measurable results and enhancing your bottom line. From lead generation to brand development and tailored campaigns, our team provides the tools and support you need to stand out and drive lasting success for your business.


  • Exclusive Growth Focused Programs
  • Lead Generation
  • Website Design
  • Branding & Credibility
  • Marketing Consulting
  • Marketing Reimbursement
Marketing Solutions
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Resources You Can Rely On with Confidence

We understand that having the right resources is key to growing your business. That's why we provide a comprehensive suite of tools designed to support and empower you at every stage of your journey. Our resources are tailored to give you confidence, enhance your skills, and build stronger client relationships, so you can focus on what matters most—driving your business forward.


Book a Strategy Session

Upcoming Events for Our Advisors

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July 6, 2025
7/17/2025 - Positioning Products with Confidence

Bringing reliable partnership and confidence to insurance entrepreneurs, ensuring business growth and creating opportunities that shape success.

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Our Core Values Shape Everything We Do.

At Valor, we’re driven by a passion for service excellence, teamwork, and continuous growth. Our commitment to reliability and creating opportunities that shape success is evident in everything we do, forming the foundation of our company culture. Learn more about our values below.

  • Reliability

    We prioritize trustworthiness and consistency in all aspects of our work, ensuring our advisors can rely on us to create the opportunities that shape success.

  • Confidence

    We instill confidence in our advisors by equipping them with the knowledge, tools, and resources necessary to succeed. Our commitment to excellence empowers them to approach every client with assurance and clarity, knowing they have the support of a reliable partner.

  • Expertise

    We deliver unmatched industry expertise through continuous learning and adaptation. By offering proven strategies and insightful guidance, we ensure our advisors can confidently navigate complex challenges and offer the best solutions for their clients.

  • Innovation

    We lead with innovative solutions that keep our advisors ahead of the curve. By embracing cutting-edge technologies and forward-thinking strategies, we empower advisors to offer fresh, impactful solutions to their clients, driving growth and success in the ever-evolving market.Innovation and Growth

What Advisors Say About

the Valor FS Team


A woman is smiling in front of a sign that says valor financial

Gloria Aybar

⭐️⭐️⭐️⭐️⭐️

Working with Phil has completely transformed my experience in this industry. He doesn’t just offer guidance—he gives personal, one-on-one support that makes you feel seen and heard. Whether it's strategy, training, or helping me build confidence in client conversations, Phil has a way of showing up exactly when I need it. At Valor Financial Specialists, we’re not just building business—we’re building people, and Phil leads that mission every single day."

— Gloria Aybar

Roderick Liptrot Jr.

⭐️⭐️⭐️⭐️⭐️

"Phil has been an incredible business partner. He’s not just focused on the big picture. Valor Financial Specialists is unmatched, and I’m grateful to be building something meaningful alongside him."

— Roderick Liptrot Jr.

Johnaton Bunch

⭐️⭐️⭐️⭐️⭐️

Phil has been a great partner to work with—reliable, consistent, and always focused on delivering value. Whether it’s collaborating on strategy or supporting agents in the field, he brings a level of professionalism and heart that sets him apart. Grateful to be working alongside him."

— Johnaton Bunch, 3 Mark Financial

Insights To Ignite Advisor Growth

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By Kenneth McCreery July 9, 2025
Here’s the truth: most insurance agents don’t need more leads… they need better systems.
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By Phi Resch July 7, 2025
How life insurance agents can become indispensable advisors to America's 33 million small business owners.
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By Phil Resch July 7, 2025
A Real-World Guide for Insurance Professionals Who Put Clients First...
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