Modern Financial Professionals Need a Different Kind of Partner

Direct your growth with WealthVest

WealthVest Direct is designed to help you grow production, increase your marketing budget, and reinvest in your business from day one.

Three Ways to Get More

1

Increase Your Compensation

Earn additional compensation based on your fixed indexed annuity production levels, aligned to your business growth.

How do I get started?

2

Receive up to an additional 2.9% in marketing credits* to reinvest into the marketing strategies that drive your business.

Grow Through Advisor Referrals

3

Participate in a structured financial professional referral program designed to expand your marketing budget as your network grows.

Fill out the form below to get started

How Compensation Works:

Let’s look at how each tier would work for tier 1, 2, and 3 producers.

Don’t Just Take Our Word. Here’s what other annuity producers have to say about us:

  • Not every workplace these days is functioning all that well as an effective, cohesive team and making it look like fun, but you all appear to have that, which is a lot to be thankful for!

    - Michael I., Producer

  • Best overall service I have ever experienced, your organization, efficiency and steller communication is world class.

    - Loren C., Producer

  • From start to finish, support and process is 10 folds above every other insurance company in the industry right now. Hands down!!

    - Thomas R., Producer

  • Always a great experience!

    Richard H., - Producer

Frequently Asked Questions

  • WealthVest Direct is a transparent, price-driven model designed to pass more value back to financial professionals.

    By keeping the structure lean, more compensation is returned to producers through commissions and marketing reimbursement.

  • Compensation is structured to reward production, with the potential for:

    • Competitive base commissions based on product and carrier.

    • Additional carrier-based compensation opportunities

    • Marketing reimbursements tied to issued business

    Your total compensation may vary based on product, carrier, and production level.

  • Marketing reimbursements are credits you can earn based on annuity production and use toward approved marketing activities, such as:

    • Client events

    • Digital marketing campaigns

    • Seminars and workshops

    Reimbursements are processed after submission and approval of eligible expenses.

  • MYGAs are not part of the WealthVest Direct compensation structure, but they are available through a separate direct distribution model. Refer to the approved MYGA list for current options.

  • Yes, eligibility and reimbursement levels are tied to production. Please refer to the Terms and Conditions or speak with your wholesaler for specific thresholds.

  • Not all products qualify. Certain exclusions apply. Refer to the Terms and Conditions for full details. For a list of WealthVest’s Carriers, click here.‍ ‍

  • The referral program allows you to earn additional marketing credits by introducing qualified financial professionals to WealthVest Direct.

  • WealthVest Direct is designed to provide:

    • Greater transparency into your total compensation

    • Additional earning potential through structured incentives

    • Marketing support to help you grow your practice

Do You Have Everything You Need?

We’re Here to Help. Book A Strategy Session With Us, Today!

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