Eric Neilsen of Laguna Hills Hired by WealthVest

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Neilsen Takes on Role as Marketing Consultant

WealthVest announced today Eric Neilsen will be assuming a position as a marketing consultant on their team. In this position, Neilsen will create and maintain relationships with industry professionals in order to find annuity solutions for their clients.

“I am excited to be joining the WealthVest team and starting the next chapter in my career. I am passionate about what I do and look forward to many big things in 2015 and beyond.”

Neilsen has worked in the annuity industry for 10+ years wholesaling fixed, index, and immediate/delayed income annuities. He has an Associate, Annuity Products & Administration designation through LOMA, and a Bachelor of Science from Radford University in Virginia. He also served with the Army National Guard for 6 years to pay for college. Over the course of his career thus far, he has aided in the creation of unique marketing campaigns, trained new sales associates on products, and increased revenue and hit monthly sales goals regularly, among other accomplishments.

Neilsen moved to Laguna Hills, California, in 2002, though he was born and raised in Pittsburgh, Pennsylvania. He enjoys golfing, fishing, playing poker, and spending time with his fiancé, Ashley, who he will marry this November.

“Wealthvest Marketing is extremely excited to bring Eric Neilsen on board as our newest marketing consultant. Eric is a wonderful individual who is an excellent marketer with great integrity and a strong desire to take an active role in growing his advisors businesses,” said Franco Devivo, a National Sales Manager at WealthVest.

WealthVest 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 four sales teams: a field wholesaling team dedicated to banks and broker-dealers; a field wholesaling team dedicated to independent broker-dealers; a team dedicated to independent agents and advisors; and a Bozeman-based sales team focused on all agents and advisors. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on its 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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