Advisor Area

MasterMind Webinar: Networking: The Key to Learning and Continuing to Be the Best

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: Networking: The Key to Learning and Continuing to Be the Best

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Income & WealthBuilder Fixed Indexed Annuity

Listen below as we begin our webinar series on the new Income and WealthBuilder Fixed Indexed Annuity

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Update from Fidelty & Guaranty Life| Performance Pro Vesting Premium Bonus Change

Please note that the vesting premium bonus on Fidelity & Guaranty Life‘s fixed indexed annuity Performance Pro will change for any contracts issued with an 11/22/14 buy date or later. The new vesting premium bonus will be 9% (0-75) and 4.5% (76-80). Business Transition Rules: All new business and pending business issued with an 11/22/14 […]

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Ken Nyiri Assumes Position with Fast-Growing Financial Firm

WealthVest Marketing Hires another Marketing Consultant WealthVest Marketing has taken on a new marketing consultant – Ken Nyiri, a South Florida native and financial professional with over 20 years of distribution experience in the industry. In his new role, Ken will bring a career’s worth of financial industry knowledge to the position while working to […]

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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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