WealthVest Endorses The IRI'S Partnership With The Social Media Platform Gainfully

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Insured Retirement Institute (IRI) members can now engage effectively on social media through Gainfully, the first SEC and FINRA compliant social media platform.


Our member companies and financial advisors can easily adopt Gainfully’s sophisticated content development, compliance management, and reporting platform to engage with clients and grow their businesses, stated IRI President and CEO Cathy Weatherford

WealthVest, a premier content provider on Gainfully, welcomes the opportunity to provide members of the Insured Retirement Institute (IRI) with engaging and timely communications on critical retirement topics.

Gainfully helps retirement professionals establish a presence through social media. IRI President and CEO Cathy Weatherford said, “Gainfully is specifically designed to address the social networking and communication needs of the retirement income industry. Our member companies and financial advisors can easily adopt Gainfully’s sophisticated content development, compliance management, and reporting platform to engage with clients and grow their businesses.”

Social media is a powerful tool for financial professionals. It can help them attract and communicate with prospects and clients, grow assets under management, and establish credibility as industry experts. During 2015, representatives who engaged through social media reported,

  •     Attracting new clients through social media (66%)
  •     Increasing assets under management by $1 million or more (39%)

The Gainfully platform gives financial advisors a way to share branded, compliance-approved content, provided by insurers and asset managers, in real-time through various social media channels. Broker-dealers can easily supervise and approve any content their financial professionals may want to share.

“Our firm is thrilled to be working with the IRI, and with leading asset managers, insurance carriers, and distributors like WealthVest, which saw the early promise in helping advisors reach clients through social media,” said Cameron Nordholm, Chief Executive Officer and Co-founder of Gainfully.

WealthVest was an early adopter of Gainfully and focuses on providing timely, engaging, and compliant social media content on key retirement issues, such as retirement income generation, sequence of return risk, safe withdrawal rates, and more. Sign up by visiting Gainfully

About WealthVest: WealthVest – Based in Bozeman, MT and San Francisco, CA – is a national field-based wholesaling team specializing in fixed and fixed index annuities in broker-dealers and banks. We are independently owned and provide products with the best consumer value from a range of carriers. Backing our traditional field wholesaling model is a full internal sales support, key accounts, marketing, compliance, IT, and operations team. We are dedicated to giving broker-dealers and their advisors the training, research, marketing, and tools to help their clients with retirement planning. Learn more about WealthVest here.

About Gainfully: Gainfully is the first open marketing platform for the financial services industry that delivers branded marketing content and campaigns to advisors in a completely SEC/FINRA-compliant environment. Since it launched in 2015, Gainfully has served thousands of financial professionals, published over 30,000 compliant social media posts, and enabled dozens of broker-dealers to supervise registered representatives. Learn more about Gainfully.

About the Insured Retirement Institute: The Insured Retirement Institute is the leading association for the retirement income industry. IRI proudly leads a national consumer coalition of 40 organizations, and is the only association that represents the entire supply chain of insured retirement strategies. IRI members are the major insurers, asset managers, broker-dealers/distributors, and 150,000 financial professionals. As a not-for-profit organization, IRI provides an objective forum for communication and education, and advocates for the sustainable retirement solutions Americans need to help achieve a secure and dignified retirement. Learn more about IRI.

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Dia Johnson
WealthVest Marketing
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