WealthVest to Celebrate 10 Years During National Sales Meeting in Bozeman, MT
WealthVest to host 3-day National Sales Meeting, bringing together over 80 wholesalers from across the country.
BOZEMAN, Mont., May 20, 2019 /PRNewswire-PRWeb/ -- WealthVest is proud to announce their agenda and key-note speakers for their annual WealthVest National Sales Meeting, which will be held in Bozeman, MT, on May 20-23, 2019.
The meeting will center on WealthVest's 10 years of business and feature keynote addresses from co-founders Wade Dokken and Lincoln Collins. Panels throughout the day will include WealthVest's top wholesalers. Wade Pfau, PhD, CFA, Professor of Retirement Income at the American College of Financial Services, and Tim Pierotti, Equity Research Product Manager at Deutsche Bank, will also be speaking at the meeting. The meeting will feature highly focused training for wholesalers to better help financial professionals throughout the country with retirement income solutions for their clients.
WealthVest has established itself as an industry leader by providing financial advisors with face-to-face sales training and thought leadership in the form of white papers and sales tools designed to help financial advisors navigate the new realities of retirement. WealthVest has a team of eighty experienced wholesalers throughout the country serving 901 banks and broker-dealers with an advisor base of over 73,000.
To conclude the conference, WealthVest will hold an inaugural Awards Ceremony to recognize employees for their hard work.
WealthVest is welcoming anyone to follow the conference on social media through the hashtag #WealthVestWeek2019. Media inquiries can be directed to Alex Strandell or Andrew Keizer at astrandell(at)wealthvest(dot)com or akezier(at)wealthvest(dot)com, respectively.
About WealthVest
WealthVest is a financial services firm specializing in the distribution of high-quality fixed and indexed annuity products from top-rated insurance carriers. WealthVest designs, markets, and distributes these essential products throughout the nation and is squarely focused on developing products 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, WealthVest has provided financial professionals with thorough coaching, effective face-to-face sales training, marketing collateral, and thought leadership on retirement planning concepts and products of the highest consumer value – offering principal protection and lifetime guaranteed income.
SOURCE WealthVest
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