Ben Curtis Hired at WealthVest Marketing

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Experienced Wholesale Distributor Takes on Consultant Position with Financial Services Firm.

Ben Curtis of Salt Lake City, Utah, recently joined WealthVest Marketing as a marketing consultant. With experience in various distribution sectors such as insurance and real estate, Curtis brings extensive knowledge and a solid skill set to the team.

After obtaining a Bachelor of Science in economics from the University of Utah, Curtis acquired a position as market manager from 1995-2002, forming and overseeing a cross-functional sales team. After transitioning between various other jobs over the years, Curtis moved into a dual role as national account vice president and business development & branch manager in 2008. He then founded First IMO in 2011, representing over 50 life insurance carriers.

Curtis’ repertoire of accomplishments includes growing a start-up wholesale marketing organization to include 200 agents and reach $2.5 million in annual premium in less than 3 years, managing and supporting 50 residential mortgage branches nationwide, and obtaining recognition as Flagship Financial Group’s Top Producing Branch owner, with 35 direct reports and $3 million in revenue.

Curtis’ experience with new business development, strategic planning, and new program launches are promising, and WealthVest looks forward to the opportunities this partnership will likely bring. Curtis can be reached at bcurtis(at)wealthvest(dot)com or 801-694-6800.

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 three sales teams: a field wholesaling team dedicated to banks and broker-dealers, a field team dedicated to independent 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 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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