To ensure on-time branding, printing, and delivery we ask this document be submitted no later than 14 business days prior to the desired delivery date.

Please email astrandell@wealthvest.com with headshot photos and logos or any cover photos desired by the requesting group.

The requesting producer needs to accept the terms and conditions at wealthvest.com/branded-sales-tool-terms-and-conditions

Date needed by (allow 2 weeks from form submission) *

YYYY

Wholesaler Name *

First Name

Last Name

Name of Producer *

First Name

Last Name

Producer Email *

Phone (as should be seen): *

(###)

###

####

Producer Website *

Producer Address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Branded to: *

Bio (TYPE NA if not needed) *

BD Aggreate Firm (if applicable)

AFMO or Agency (if applicable)

Collateral Needed *

Retirement Realities

Timing Risk

Favorite Fixed Income Alternative

Do You Have Bear Market Insurance?

CDs and MYGAs

Value of a Participation Rate Strategy

Printed copies needed *

Yes

Number of printed copies needed

Please provide mailing address for brochure delivery

Any Disclosures Needed (TYPE BELOW)

Producers can pay for this service out of pocket, marketing points via WealthVest Select Partnerships (if they are appointed with at least 3 carriers through WealthVest), or by deduction from the P/L, Kitty, or Wholesaler Expense Account or Commission. How will this creative service request be paid? *

Marketing Credits

Invoice from WealthVest via PayPal

P/L, Kitty, or Wholesaler Expense Account or Commission.

If marketing points via WealthVest Select Partnerships,. please provide a link to the contract record in SF.com to be deducted for this request. If not enough credits are available please provide how remainder will be paid in comments below.

Any comments (specifically any direction on cover photos)

Thank you! Please email advisor headshots and logo, and any other attachments to astrandell@wealthvest.com

Please send the advisor the terms and conditions link to begin the process. wealthvest.com/branded-sales-tool-terms-and-conditions

Newsletter

Name *

First Name

Last Name

Business Email *

Business Phone Number *

(###)

###

####

Zip Code *

Thank you for joining our newsletter. We are happy to have you join us. Please feel free to reach out to us with any questions.

info@wealthvest.com
2485 Manley Road, Bozeman, MT, 59715 877.595.9325

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For Financial Professional Use Only. Not for use for the general public.

See downloads for important disclaimers.

Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k), or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment advisor. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the states in which you conduct business.

Securities offered through World Equity Group, Inc. WealthVest is neither owned nor controlled by World Equity Group, Inc.