WealthVest Launches Its New Consumer-Facing Whitepaper Rethinking Retirement: Bear Market Insurance

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WealthVest has created a new consumer-facing whitepaper, Rethinking Retirement: Bear Market Insurance, it is a must-read for clients and financial professionals alike.

The whitepaper highlights the fact that many market indicators are currently foreboding of a potential bear market.

Market valuations are at levels reminiscent of major historical market corrections, such as the Wall Street Crash of 1929 on Black Tuesday and the Great Recession in 2007. In such times, it is crucial to ask yourself if you have bear market insurance.

WealthVest’s newly created consumer-facing whitepaper, Rethinking Retirement: Bear Market Insurance, is a must-read for clients and financial professionals alike. It includes the following:

  • A historical analysis of the major bear markets in U.S. market history.
  • Information and analysis related to the percent gains required to recoup different one-year losses. This helps demonstrate the sequence of returns risk and how large of an affect a major one-year correction can have.
  • A comparative illustration of where the stock market is currently valued to where it was prior to other major corrections.
  • How fixed index annuities can lock in a percentage of market gains while ensuring principal protection, thus serving as potential bear market insurance.

Authored by Wade Dokken and Drew Dokken, the whitepaper highlights the fact that many market indicators are currently foreboding of a potential bear market. Rethinking Retirement: Bear Market Insurance also highlights the benefits that a fixed-index annuity could bring for clients who want to mitigate their risk for a potential market downturn.


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 the former CEO of American Skandia, Wade Dokken, and Lincoln Collins, the former CEO of Hartford Life Limited, Europe. 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.

WealthVest’s Video Library: https://wealthvest.com/video-library/

WealthVest’s White Paper Library: https://wealthvest.com/white-papers/

About the Authors

Drew Dokken

Drew Dokken attended the University of Denver and graduated with a Bachelor of Science degree in international studies and a minor in economics. After graduating college in 2013, Drew attended the Career Development Program at Jackson National Life. In 2016, Drew completed his master’s in international business at Hult University in San Francisco.

Wade Dokken

Wade Dokken has 25 years of experience as an annuity marketing innovator and senior life company executive manager. Wade was the face of American Skandia, leading its sales and marketing after their launch in 1988.

After moving from national sales manager to chief marketing officer at American Skandia, Wade led the development of one of the industry’s highest-performing sales teams, reaching 125 field wholesalers in the wirehouse, bank, and financial planner channels and selling variable annuity, 401(k), mutual fund, and variable life insurance. American Skandia was perennially the VA leader in the financial planner channel, and its wholesaling and marketing teams routinely received the highest scores from Market Metrics in key quality measures. Wade was promoted to CEO in 2000 and led the sale of the company through Goldman Sachs to Prudential Financial for $1.2 billion in 2003. Dokken is the author of New Century, New Deal, a public policy analysis of the challenges facing Social Security in the coming decades.

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Vic Talwar
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Drew Dokken
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