WealthVest launches free online university to help financial professionals succeed in this changing world

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While maintaining their expertise in partnering with financial professionals to find the right retirement solutions, WealthVest wholesalers have become professionals in video conferencing, best practices and how to stay in touch with clients, virtually.

During the COVID-19 pandemic, the way business is done has changed significantly. Some changes remain and will possibly become the new normal. For businesses and industries that thrive on face to face meetings, this change in our world has demanded a large pivot in the way business is done. The shift to digital meetings has seen widespread adaption over multiple demographics. According to an Ipsos 2020 survey conducted on behalf of the Mozilla Foundation, six in ten Americans report currently using video chat platforms for work or social reasons – 38% for the first time and 39% of Americans over 55 years old have recently used video chat.

While maintaining their expertise in partnering with financial professionals to find the right retirement solutions, WealthVest wholesalers have become professionals in video conferencing, best practices and how to stay in touch with clients, virtually.

In assessing the need for online client engagement training, WealthVest is proud to launch a free university that helps financial professionals succeed in this changing world. With a growing course list, topics such as: Social Media, Video and Virtual Selling and, Sales Ideas and Positioning are available for viewing now.

Please visit WealthVest.com/university to enroll.

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, and thought leadership on retirement planning concepts and products of the highest consumer value offering principal protection and lifetime guaranteed income.

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Alex Strandell
WealthVest
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