BINAH Insurance Group Powered by WealthVest
Binah Insurance Group & Cabot Lodge Securities are excited to bring you expanded annuity service and support to help you grow your practice and better serve your clients through WealthVest.
Your WealthVest dedicated service team makes writing fixed index annuities easy.
Download our How to do Business Guide for more information on how submit annuities with WealthVest.
For the most up-to-date Products Available, Click the button below to download the approved products list
Download the Quick Reference Guide for who to contact at WealthVest
Scroll down for tools to help grow your practice with WealthVest
What carriers and approved products are available at Cabot Lodge Securities through Binah Insurance Group?
What carriers and approved products are available in your firm today?
Weekly Annuity Top Picks
Each week we analyze the top FIA and MYGA 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 Officer, 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 to receive weekly updates
Listening to his weekly podcast WealthVest: The Weekly Bull & Bear
Following him on X
Reach out to your wholesaler 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. ”
Looking to start the conversation around protection?
Download our whitepaper: Rethinking 60/40: How Fixed Index Annuities Can Help to Use in your next client meeting
For full access to our entire library of tools contact your wholesaler or call (833) 299-8657