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Update from FGL | Mandatory Wyoming Annuity Suitability Requirement

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Update From American Equity | Old Application Expired

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Update from EquiTrust | FL Suitability/Replacement Forms 10-Day Rule Enforced

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Update from Delaware Life℠ | New Application Required

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Sales Professional of 22 Years Joins WealthVest Marketing

Leading Financial Services Distribution Firm Hires Blake Loeppke WealthVest Marketing announced today that they have hired a new marketing consultant to build relationships and partnerships with investment professionals who help clients to secure suitable income now, income later, or simply to pass assets onto future generations. Blake Loeppke comes to WealthVest as a highly motivated […]

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Michael Strayhorn Takes on Role as Marketing Consultant

Leading Financial Services Distribution Firm Adds to Growing Team WealthVest Marketing, of Bozeman, MT, and San Francisco, CA, announced that they have hired Michael Strayhorn, CIMA, CRPC, to work with investment professionals across the country. Strayhorn started his career in New York City, where he spent over 15 years as a top producing investment salesman […]

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WealthVest Marketing Appoints New Marketing Consultant

Fast-Growing Financial Services Firm Strengthens Sales Force WealthVest Marketing Announced today that Scott Naughton will be joining their team as a marketing consultant to strengthen relationships with investment professionals. Naughton holds Series 7, 6, and 63 life and health insurance licenses, and will bring a careers’ worth of financial industry knowledge to the position. Naughton […]

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New Marketing Consultant Joins Leading Financial Services Distribution Firm

Fred Schwarz takes on New Role at WealthVest Marketing WealthVest Marketing is pleased to announce that Fred Schwarz has joined the team as a Marketing Consultant. With 20 years of experience in the industry, Schwarz will be a powerful asset to the team. Schwarz has a diverse background spanning two decades. He began his career […]

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New Hire Brings 18 Years of Financial Experience to WealthVest Marketing

Nationwide Financial Services Distribution Firm Brings on New Marketing Consultant Today, WealthVest Marketing, a financial services distribution firm, announced the hire of Paul Heffernan to fill the role as Marketing Consultant. Heffernan will bring a solid knowledge of business strategies and targeted product expansion to the team. Heffernan comes to WealthVest with a vast background […]

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New Regional Director to Cover Southwest Territory for WealthVest

Financial services distribution firm WealthVest Marketing brings on new employee to manage growing business Bozeman, MT (PRWEB) May 21, 2014 WealthVest Marketing is pleased to announce that Trevor Turner has joined the team as a Regional Director of the Arizona/New Mexico territory. Trevor brings more than 12 years of experience in the financial industry. “Trevor […]

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