Binah Insurance Group Powered by WealthVest
We are excited to share our library of resources to grow your practice and engage your clients.
Bear Market Insurance offers key strategies to help safeguard your clients’ investments and position their savings for potential market growth.
A Value of a Participation Rate Strategy is a client-approved sales tool that demonstrates how an annual point-to-point participation rate strategy can offer both growth potential and downside protection, while comparing it to cap and fixed rate strategies commonly found in today’s FIA marketplace.
Retirement Realities explores key discoveries, common misconceptions, and emerging opportunities for today’s retirees, while highlighting how financial professionals can help protect against retirement risks.
What is Your Inflation Hedge? explores the historical bond bull market and examines what a bond bear market could mean for today’s consumers. It also compares how Fixed Index Annuities can serve as a hedge against rising interest rates, while continuing to deliver value.
Rethinking 60/40: How Fixed Index Annuities Can Help explores the historical performance of 60/40 allocations and illustrates how FIAs can provide both growth and protection during stock and bond market downturns.
Fixed Index Annuities in Your Practice is a piece for financial professional use that provides a sales idea for positioning FIAs in your practice, while helping protect your clients’ savings
Weekly Annuity Top Picks
Each week we analyze the top FIA rates available and provide you with the results. Click the button below to download the weekly picks.
Rates are subject to change at any time. Should there be a discrepancy between the rates on the attached document and the rates from the insurance carrier, the rates from the insurance company are to be used.
Meet your newest resource to Navigate Uncertainty
Introducing our Chef Investment Strategist, Tim Pierotti
Tim Pierotti is a distinguished equity researcher with over 25 years of experience in various aspects of the equities business. Prior to joining WealthVest, Mr. Pierotti spent seven years in Equity Research management roles at Deutsche Bank and most recently at BMO where he was a Managing Director and Head of US Product Management. Tim has 11 years of investment experience most notably as Head of Consumer Research and Portfolio Manager at The Galleon Group, a former NY based $8Bln Long/Short hedge fund. Tim is a graduate of Boston College and lives in Summit NJ.
WealthVest Navigate helps your practice through education and engagement
Subscribing to WealthVest Navigate Newsletter on LinkedIn or Substack receive weekly updates
Listening to his weekly podcast WealthVest: The Weekly Bull & Bear
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Reach out to your RVP – Annuity Planning Specialist or call (833)299-8657 for more opportunities to get in touch with Tim.
“I have built my practice by listening to my client’s concerns and assessing their needs, not by focusing on what will benefit me the most. Tim and Drew delivered by doing the same; they clearly understand how to deliver timely content that benefits me and my clients. Their approach is just one example of how WealthVest separates itself from a very crowded IMO market with great thought leadership, thorough carrier and product knowledge, and outstanding point-of-sale support. ”