Advisor Area

Ben Curtis Hired at WealthVest Marketing

Experienced Wholesale Distributor Takes on Consultant Position with Financial Services Firm Ben Curtis of Salt Lake City, Utah, recently joined WealthVest Marketing as a marketing consultant. With experience in various distribution sectors such as insurance and real estate, Curtis brings extensive knowledge and a solid skill set to the team. After obtaining a Bachelor of […]

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American Equity Product Change And Commission Information

Important News! Commission Reduction and Product Discontinuation In order for American Equity to offer the level of consistent and secure products that they are known for, they must continuously evaluate our portfolio and on occasion adjust our rates. As a valued field partner, AE strives to keep you informed of all important information affecting their […]

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The Future of Retirement Income Webinar

You won’t want to miss this informative webinar with Justin Shipman, Regional VP at Genworth Financial! Putting your clients in control of their future isn’t always easy. Unforeseen events in both your clients’ lives and the economic frontier can dramatically alter what strategies can provide for future security and income. On October 14, 2014, Justin […]

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MasterMind Webinar #1

Listen below as Matt Halloran, President of Top Advisor Coaching and author of The 99 Best Ideas for Financial Services Professionals to Use in Their Practice, discusses: Matt Halloran, founder of TopAdvisor, established himself as a true ‘value add’ coach by sharing his extensive experience with us. He gave us a brief overview of what […]

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Coming Soon! Volatility Control Index

Coming Soon! Volatility Control Index On September 30th, North American will enhance the NAC RetireChoice® and NAC IncomeChoice℠ fixed index annuity series with the addition of a new volatility control index and Annual Point-to-Point with Index Margin crediting method. Click here to download a consumer-approved flyer! Questions? Call WealthVest at 877.595.9325. FOR AGENT USE ONLY. […]

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Update From Delaware Life: September Field Notice

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NEW! Crediting Method with Volatility Control Index from North American

  NEW! Crediting Method with Volatility Control Index North American’s new Annual Point to Point interest crediting method with index margin and no traditional cap features the S&P 500® Low Volatility Daily Risk Control 5% Index. It is available on the NAC RetireChoice® 10 and 14 and the NAC IncomeChoiceSM 10. Click the following links […]

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New Index from American Equity

American Equity is excited to announce the NEW Volatility Control Index is now available on the Traditions Gold effective September 18. 2014. New Index Crediting Method: The S&P 500® Dividend Aristocrats® Daily Risk Control 5% Index is a total return volatility control index. Index credits are based on the percentage of an annual increase in […]

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Christopher Hosking Takes on Role in Kentucky/Cincinnati Territory

A New Regional Director for WealthVest Marketing WealthVest announced today that Chris Hosking will be joining their team as a regional director in the Kentucky/Cincinnati area. In this position, he will represent several companies to promote fixed and fixed index annuities. Hosking began his career in the finance industry in 2006, working to cross-sell investment […]

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FG Guarantee-Platinum® 5 Special Rate Coming Soon!

  FG Guarantee-Platinum® 5 Traditional Annuity Special Rate! Coming Soon! We will soon be raising the interest rate on our FG Guarantee-Platinum® 5 traditional annuity.* In preparation for this special launch, we are offering the following 3 training webinars: MYGA SalesLink Submission Training for Marketers on Monday, September 8, from 11:00AM to 12:00PM EDT MYGA […]

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