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Michael Michlitsch, CTS®, CFS®, CAS®, CIS™, CES™, CRPC®, WMS, ACS, ALMI

Member in Good Standing
Managing Director
Woodbury, MN
CTS® CFS® CAS® CIS™ CES™
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About Michael

Michael Michlitsch

MBA, CFS, CRPC, CIS, WMS, CAS, CTS, CES, ALMI

VP, In Force Insurance Solutions - ValMark Policy Management Company

 

As the Vice President of In Force Insurance Solutions for Valmark Financial Group, Michael is responsible for integrating strategies and solutions for in force life insurance business. Michael is responsible for the Valmark Policy Management Company and Valmark’s Life Settlement Advocacy division. Previously, he was Manager of Practice Management at Securian Financial Services, Inc., a Senior Training Manager for Woodbury Financial Services, Inc., and Sales Manager for Ameriprise Financial Services, Inc. Mr. Michlitsch earned his MBA from the Opus College of Business at the University of St. Thomas and his BA in Management and Marketing from Bethany Lutheran College. He is a Chartered Retirement Planning Counselor℠ and carries the following Financial Services Designations: ALMI, CFS, CIS, CES, CAS and CTS. In addition, he holds Series 7, 24 and 66 registrations as well as Life, Health, and Variable Life and Annuity licenses.

 

Email: mmichlitsch@valmarkfg.com

Phone: 651-307-0105

Education

Bachelor's degree
MBA

Licenses

Series 7
Series 24
Series 66
Life
Investment Advisor Representative
Variable Contracts

Other Credentials

CRPC® WMS ACS ALMI

IBF Designations

Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Interested in earning an IBF designation? Explore all programs

Contact Michael

Woodbury, MN
Email

At a Glance

IBF Designations 5
Member Since 2006
Other Credentials 4
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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