Bozeman, MT & San Francisco, CA (PRWEB) April 22, 2015
WealthVest announced today that Lawrence Gallet of Greenfield, Indiana, will be assuming the role of marketing consultant to strengthen relationships with financial professionals.
Gallet has over 15 years of experience as a registered representative. He has also worked as a marketing sales consultant, providing sales concepts and product training, and building relationships with over 40 representatives, producing $100 million in premium each year. Gallet is certified in financial planning skills, business life insurance, disability income insurance, long term care insurance, and multi lines property and casualty insurance.
“I’m honored to have Larry Gallet join the Wealthvest team. Larry brings a wealth of knowledge and years of experience to our team. We are truly blessed to have him on board,” said Franco Devivo, National Sales Manager.
WealthVest — based in Bozeman, MT, and San Francisco, CA — is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities from many high quality insurance companies. For the 10,000+ baby boomers who are retiring daily, retirement is top of mind. Americans have purchased $24.2 trillion in retirement assets to insure their golden years, according to the ICI. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement savings for financial professionals and their clients across the nation.
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.