New Marketing Consultant Joins Leading Financial Services Distribution Firm

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Fred Schwarz Takes on New Role at WealthVest Marketing

WealthVest Marketing is pleased to announce that Fred Schwarz has joined the team as a Marketing Consultant. With 20 years of experience in the industry, Schwarz will be a powerful asset to the team.

Schwarz has a diverse background spanning two decades. He began his career in financial services as a producer and was a million dollar round table member from his very first year in the industry. As a producer, Schwarz has Series 7, 6, 65, 26, and life and health insurance licenses.

Schwarz became a Wholesaler in 1999 and covered mutual funds, managed money, variable annuities, structured settlements, life insurance, fixed annuities, and alternative investments. Schwarz has wholesaled to independent producers, banks, and wirehouses in his career.

Schwarz has been a sought-after guest speaker for many national firms, sharing his knowledge in both products and sales ideas that increase producer sales. Schwarz has been instrumental in the success for many producers, helping with everything from case design to marketing campaigns.

After many years wholesaling a variety of financial products Schwarz decided to focus on “Safe Money Investments.” He currently resides in New Hudson, MI, where he and his family enjoy the outdoors, hockey, and traveling. Fred Schwarz can be reached at fschwarz(at)wealthvest(dot)com or 406.551.9365.

WealthVest Marketing is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.

WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.

The company possesses two sales teams: a field wholesaling team dedicated to banks and broker-dealers, which together form the fastest-growing subset of the index annuity marketplace, and a team dedicated to independent advisors and agents. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on their team, and over $1 billion in sales to date.

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Hannah Matro
WealthVest Marketing
877.595.9325 Ext: 203
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Hannah Matro
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