Advisor Area

Eric Neilsen of Laguna Hills Hired by WealthVest

Neilsen Takes on Role as Marketing Consultant WealthVest announced today Eric Neilsen will be assuming a position as a marketing consultant on their team. In this position, Neilsen will create and maintain relationships with industry professionals in order to find annuity solutions for their clients.  “I am excited to be joining the WealthVest team and […]

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MasterMind Webinar – Management, the last thing you all want to do! (Transcription)

Ted:             Happy Wednesday everyone. Good morning to those of you on the West coast and good afternoon to those of you on the East coast and in the Central time zone. We at WealthVest, are pleased to welcome you to our fifth in a series of MasterMind webinar broadcasts with Matt Halloran, the President […]

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Update from Sentintel Security Life | Product Updates 01/26/2015

This week at Sentinel Security Life: No Annuity Rate Adjustments at this time Updated Medicare Select Provider Directory 2x Credit to qualify for Presiden’t Club Sentinel Plan Annuity Products New Suitability Form & Questionnaire required February 1, 2015 As previously announced, Sentinel has updated their Suitability Form and Questionnaire in all annuity application packs. Effective […]

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Update from Fidelity & Guaranty Life | Annuity Management Modifications

Annuity Management Modifications: UPDATE Recently, Fidelity & Guaranty Life announced a change in commission chargeback at death during the first two policy years. Their intention with this policy was to align their chargeback rules for surrender with a new policy of chargeback at death, that is, 100% for first year, 50% for second year. And […]

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Update From American Equity | New Suitability Form Required

***IMPORTANT INFORMATION – PLEASE READ***   American Equity’s Suitability Acknowledgement form has been upgraded to better gather the information used in the Suitability process. The new version is required for all business. Effective immediately, the new Suitability Acknowledgement form will be form #4106 dated 10.7.14. For your convenience, please CLICK HERE to view the new […]

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MasterMind Webinar- Management, the Last Thing you all Want to Do!

If you missed 3 of Matt’s best found ideas on management, you can access a recording of the webinar on the MasterMind website or read a transcript of the webinar here. Webinar Details WHAT: Management, the last thing you all want to do! a. Expectations and Job Descriptions. b. No one bats 1000! c. They […]

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John Hershock Joins WealthVest

Experienced Wholesaler Takes on Role as Regional Consultant WealthVest has recently taken on a new marketing consultant, John Hershock of Foothill Ranch, California. Hershock will utilize his over 24 years of wholesaling experience to develop strong relationships with financial professionals in this new role. Hershock began his financial industry career as an account executive in […]

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Update from Delaware Life | New Website for Policy Information

  We are pleased to announce that Delaware Life has launched a new portal for you and your clients to use to view their current policy information. This new portal is available at We appreciate your continued business with us and hope that this new tool makes working with Delaware even easier. Thank you. […]

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WealthVest Hires New Team Member in New Role

Ron DeBiase Takes Regional Consultant Position WealthVest announced today that Ron DeBiase will be assuming a position as regional consultant. In this role, he will focus on developing relationships within the broker/dealer marketplace and with insurance professionals throughout the Connecticut area. DeBiase has over 15 years of industry experience, working in various sales and product […]

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Curtis Marsh Assumes Role as Regional Director

WealthVest Financial Partners Hires New Member to Increase Nation Coverage WealthVest officially announced today that Utah resident Curtis Marsh will be joining their team as a regional director, where he will represent multiple companies to promote fixed and fixed index annuities. Marsh is an experienced sales professional, having worked with top industry names such as […]

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