Exclusive Advisor Programs
Unleash Your Potential with Our Advisor Programs
At Valor, our advisor programs are designed to take your business to the next level. Whether you’re looking to increase life sales, expand into the annuity market, or build a book of health business, we provide the training, tools, and support you need to succeed. With access to elite mentorship, cutting-edge sales systems, and exclusive marketing resources, our programs give you a competitive edge in the industry. We don’t just offer ideas—we provide proven, results-driven strategies that help you close more deals, build long-term client relationships, and create a thriving, scalable business.
“Where reliable partnership meets the opportunities that shape success.”
With Valor, the future of your business is limitless.
Momentum Mentorship Program
Mentorship That Moves You Forward
The Momentum Program is Valor Financial Specialists’ exclusive mentorship track designed for advisors who are ready to take their business to the next level. Led by our founder, Phil Resch, this program gives you direct access to one-on-one guidance, strategic planning, and hands-on coaching from a proven leader in the insurance and retirement planning space.
Whether you’re new to the industry or looking to refine and scale your existing practice, Momentum gives you the tools, structure, and support to accelerate your growth. This is more than mentorship—it’s a partnership designed to help you build a business that’s profitable, sustainable, and aligned with your long-term goals.
With Momentum, you're not just learning from the best—you're building alongside him.
IUL Advisors Program
Position Yourself as an Expert. Stand Out with Authority.
The IUL Advisor Program is built for agents who want to be recognized as true professionals in the Indexed Universal Life space. This program provides you with a complete marketing platform designed to elevate your credibility—starting with an official designation, professional branding, and done-for-you content that showcases your expertise. Whether you're looking to educate clients, attract high-quality leads, or build trust faster, the IUL Advisor Program gives you the tools to position yourself as the go-to authority in your market.
LIFT Marketing System
Marketing That Works—Without Doing It All Yourself
The LIFT Marketing System is our all-in-one solution built specifically for insurance agents and agencies who are tired of juggling disconnected tools and inconsistent results. LIFT brings your marketing under one roof—combining a professionally designed website, a powerful CRM, automated lead follow-up, and proven workflows that convert. Whether you're looking to generate new leads, stay organized, or scale your business with less stress, LIFT gives you the platform and support to grow smarter and faster. No tech headaches. No guesswork. Just real results.
RISE Partner Program
For Leaders Ready to Build Something Bigger
The RISE Partner Program is designed for agency builders who want more than just top contracts—they want a system, a structure, and a true path to scale. As a RISE Partner, you gain access to a complete business development platform, including recruiting tools, sales and marketing automation, mentorship from industry leaders, and the infrastructure needed to grow a large, independent distribution.
This isn’t about adding a few agents—it’s about building a team, launching a brand, and creating lasting income through a proven growth model. If you’re a producer or manager ready to lead from the front and grow a serious business, the RISE Partner Program is your next move.
Pay Out Pro Platform
Protect Your Agents. Maximize Your Margin.
Payout Pro is a strategic upgrade program for agency owners who want to secure top-tier contracts for their team—without giving up control or cutting into their agents’ compensation. By buying up a contract level, you ensure that every agent under your agency has access to the highest available payout, keeping them loyal, motivated, and protected from outside recruiting.
With Payout Pro, you keep your margins, your downline, and your competitive edge—all while delivering maximum value to your agents. It’s how smart agency builders scale with confidence.
Why Valor?
At Valor, we are committed to being the reliable partner advisors can trust to drive growth, shape success, and unlock new opportunities. We provide a comprehensive platform that combines industry expertise, cutting-edge technology, and personalized support to help advisors thrive. Our tools and resources are designed to build confidence, streamline business operations, and elevate client outcomes, allowing advisors to confidently expand their business and protect their clients' financial futures.
We empower insurance professionals with the ability to break through limitations, offering opportunities for both personal and professional growth. By fostering a community of success-driven individuals, we help advisors not only achieve their goals but exceed them, all while upholding the highest standards of reliability and integrity.
“Where reliable partnership meets the opportunities that shape success.” With Valor, the future of your business is limitless.
Discover how we help advisors achieve their goals.
Below, you'll find a variety of resources to explore, including downloadable PDFs packed with valuable insights and strategies. But the best way to truly understand what we offer is by booking a personalized strategy session. Download the resources that interest you and book your strategy session today—we’re excited to partner with you!
Ready to ignite your business growth?
We provide the tools, resources, and support you need to unlock your full potential and achieve sustainable growth. Whether you're looking to expand your client base, streamline your operations, or strengthen your expertise, our tailored solutions are designed to help you succeed. Let us guide you on your journey to new opportunities and greater success.