We re invested. in your success FOR BROKER DEALER & FINANCIAL ADVISOR USE ONLY NOT FOR USE WITH THE PUBLIC

Transcription

1 We re invested in your success FOR BROKER DEALER & FINANCIAL ADVISOR USE ONLY NOT FOR USE WITH THE PUBLIC

2 No one is as passionate about your success as we are, except maybe you. At WealthVest, we make the best financial advisors even better. At our core, we offer high-quality fixed and indexed annuities, both field and phone support, and superior customer service. Yes, we provide access to the best carriers, products and services available, but what makes us unique and our advisors successful is our culture of networking, sharing, coaching and learning. OUR MUTUAL SUCCESS IS A COLLABORATIVE PROCESS. WHO WOULD HAVE GUESSED THAT WAS UNIQUE? At WealthVest you re not just an individual advisor working independently, you re part of a world-class network that shares and exchanges information and ideas. You re connected to the best, and can take advantage of tips and advice from the nation s most successful advisors and industry professionals. Ours is an inspiring and interactive culture. CUSTOMER SERVICE. IT SOUNDS GOOD. AND IN THIS CASE, IT IS GOOD. You have questions, needs and problems that need to be resolved quickly and efficiently, the first time. That s why we ve assembled the best marketing and sales consultants who can quickly respond to your needs, and supported them with the best technology. Good service isn t just something we talk about it s fundamental to our behavior and culture.

3 Opportunity is knocking. Boomer retirement, volatile investment markets and innovative product designs are propelling the growth of fixed and fixed index annuities. During the 90 s Bull Market, investors were driven by risk and leverage. After two market meltdowns in less than ten years, today s investors are focused on safety and savings. Fixed annuities guarantee principal, guarantee returns and guarantee income guarantees that last a lifetime. Fixed annuities are primed for growth. THERE S NEVER BEEN A MORE APPROPRIATE TIME TO SELL FIXED AND FIXED INDEX ANNUITIES. A recent Wharton study argues, The Fixed Index Annuity may be considered a separate asset class. 1 Fixed Index Annuity (FIA) product design is unique. By locking in all gains during each reset period and eliminating the possibility of negative returns, risk averse investors can attain attractive returns. FIA s averaged 5.54% annualized returns for all five-year holding periods from , according to an update of the Wharton study. 2 1 Source: Wharton Financial Institutions Center, October 5, 2009, Jack Marrion, Geoffrey VanderPal, David F. Babbel 2 Source: Jack Marrion, Advantage Compendium Ltd., Fixed and fixed index annuities are on the rise. THE BULL MARKET DROVE VA SALES, NOW VOLATILITY IS DRIVING FIXED ANNUITY SALES SALES (Dollars in Billions) DJIA POINTS FIXED ANNUITIES VARIABLE ANNUITES FIXED ANNUITY SALES PROJECTION VARIABLE ANNUITY SALES PROJECTION DOW JONES INDUSTRIAL AVERAGE MARKET MELTDOWN YEAR (Sales and projection source: LIMRA, April 3, 2009) WealthVest specializes in fixed annuity sales, which have doubled since September Trend analysis and market indicators predict sales will at least double again in the next five years.

4 WealthVest brings you the best products from the strongest carriers with unmatched sales support. For a complete listing of carriers, please visit

5 A history of success and a very promising future. So who s behind this new way of thinking? Two people who know how to build and grow market-leading companies known for service and innovation and who understand your needs Wade Dokken and Lincoln Collins. Through the course of their careers they ve led some of the world s most successful insurance and financial services firms while establishing a strong network of professional partners. Their experience, proven success and industry relationships are an invaluable component of WealthVest. LINCOLN COLLINS. Lincoln Collins is a senior financial services executive with an entrepreneurial spirit. He led the start up of The Hartford s European life insurance businesses as its CEO. Lincoln built a multi-channel distribution strategy leading to sales of $2.5 billion within four years as The Hartford became a top ten provider of both variable annuities and private pensions in the U.K. Achieving top industry awards for product innovation, marketing, customer service, and technology, The Hartford was named a Financial Times Top 50 Workplace in the U.K. Prior to The Hartford, Lincoln helped launch American Skandia as employee number 14 in He led Skandia s strategy and product development teams before being named COO. Lincoln led the development of the annuity platform as well as mutual funds, 401k, and variable life product lines. WADE DOKKEN. Wade Dokken has 25 years experience as an annuity marketing innovator and inspirational senior life company executive. Wade was the face of American Skandia and an innovator in marketing and sales, leading these areas from its launch in 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. All together, American Skandia raised over $45 billion of variable annuity, 401k, mutual fund and variable life products with 40,000 financial advisors at over 1,200 broker dealers. Wade was named CEO in 2000, and led the sale of the company through Goldman Sachs to Prudential Financial.

6 Proven experience and industry leadership. Lincoln s experience, knowledge and insight clearly rank him as one of the foremost annuity experts in the world. Tom Marra, formerly COO, Hartford Financial Services Group Wade Dokken is that rare combination of high technical and analytical aptitude coupled with a sociological awareness and sensitivity to the retirement dilemma facing tens of millions of Americans. He has brought these two talents to bear in the formation of WealthVest Marketing, Inc. Bob Cassato, EVP Distribution, John Hancock Under Lincoln s guidance, The Hartford became a major force in the U.K. savings and investment market with a reputation for product innovation, integrity, professionalism and first-class customer service. John Duffield, Founder and former Chairman, Jupiter Asset Management & New Star Asset Management, London, U.K. Having known Wade Dokken for almost 20 years, I view him as the Bill Gates of the insurance industry. He has an uncanny ability to have a vision for the future. He understands how to innovate product to benefit the consumer and the advisor alike. Ron Carson, CEO and Founder, Carson Wealth Management Group and PEAK

7 FOR BROKER DEALER & FINANCIAL ADVISOR USE ONLY. NOT FOR USE WITH THE PUBLIC. WealthVest Marketing 2485 East Manley Road, Suite A Bozeman, MT Battery Street, Suite 200 San Francisco, CA 94111