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Explore the Possibilities

WealthVest brings you the opportunity to
grow your business, excel at what you do,
and enjoy what you have earned

Download the brochure now

Read the rules

Grow

For $100,000 in production – WealthVest Marketing will build you a dynamic web site with daily content provided by WealthVest’s Advisors Digital Marketing. You will also receive 1,000 lead prospects to get you started. OR, receive 4,000 lead prospects to grow your business.

For $300,000 in production – receive 1,000 affluent email prospects per month for six months (for a total of 6,000 prospects), plus the assistance of a professional direct marketing company to develop and launch a powerful email campaign to these prospects.

For $500,000 in production – receive a concierge appointment setting program and a seminar promotion program.

For $600,000 in production – receive 1,000 affluent prospects per month for twelve months (for a total of 12,000 prospects), coupled with email marketing to all of those prospects.

Excel

For $750,000 in production – receive a one year membership to Peak Advisor Alliance’s, The Coaching Program, along with full access to Peak Advisor Alliance’s, The Resource Center.

For $1,000,000 in production – receive a one year membership to Peak Advisor Alliance’s, The Coaching Program, along with full access to Peak Advisor Alliance’s, The Resource Center, and attend two Excell Meetings to learn more about what it takes to become a successful advisor.

Enjoy

For $1,250,000 in production – receive a two week luxury vacation for two* OR join WealthVest Marketing for an incredible Las Vegas sales meeting at the Venetian Hotel.

For $2,500,000 in production – choose between a round-the-world luxury trip for two,* OR a two week luxury vacation for four.* OR, join WealthVest Marketing for a Four Seasons Hotel sales meeting on the Big Island of Hawaii.

Business submitted after August 1, 2011 and paid by December 31, 2012.

For more information please call WealthVest Marketing at 877.595.9325.

Rewards are not cumulative.

*Allianz Preferred premium does not qualify

Achieve a page one ranking on Google with
a best-in-class website and daily content

$100,000 in Allianz & Aviva production

Executive version of WealthVest’s Advisors Digital Marketing Platform, plus 1,000 prospects to get you started.
OR 4,000 prospects (no website) to introduce you to potential clients

Website Launch

How would you like to wake up each business day knowing that your website was an important lead generation and relationship building tool for your business – regularly reaching your existing clients and introducing you to prospective clients?

How relevant would your website be with numerous daily blog posts highlighting pertinent industry information and current news – all reinforcing your commitment to helping consumers better understand insurance, savings, retirement, and estate-planning?

WealthVest Marketing will build you a dynamic website with provided daily and evergreen content that acts as a powerful lead generation tool in the rapidly evolving financial advisor marketplace. Our commitment to offering new content is the secret to addressing Search Engine Optimization (SEO) – the process whereby consumers find you via Google, Bing or other search engines. Your SEO improves due to the availability of timely content and daily blogs. As these articles accumulate, your search rankings improve.

Leads

In addition to launching your web site, WealthVest is pleased to partner with a high-value, lead generation company to bring you new client opportunities. This company uses a proprietary, artificial intelligence technology to find buyer prospects predisposed to requesting additional information, proposals and personal contact from a sales agent. The majority of these prospects are enthusiastic baby boomers who invest to live well and are nearing retirement. Of this group, 75% are 45 to 74 years old, and the majority have just under $1,000,000 to invest.*

*Morningstar Media Kit – www.morningstar.com/aboutus/mediakit/audience_regmembers.html

Establish a constant flow of new leads to grow
your business and improve your personal brand

$300,000 in Allianz & Aviva production

1,000 email prospects per month for 6 months and a follow-up drip email to all non-responders in the group

WealthVest Marketing wants to help you substantially grow your client base with a world-class, methodical prospecting system. For $300,000 in new Allianz and Aviva production, we will sponsor a lead generation service that provides you with 1,000 email prospects per month for 6 months (6,000 prospects), and a follow-up drip email campaign to all non-responders in the prospect group.

These are not ordinary prospects. Rather, they are generated by a proprietary, artificial intelligence technology that locates potential buyers who are predisposed to requesting additional information, proposals and personal contact from a sales agent. The majority of these prospects are enthusiastic baby boomers who invest to live well and are nearing retirement. Of this group, 75% are 45 to 74 years old, and the majority have just under $1,000,000 to invest.*

These investors are respondents to Morningstar.com, WSJ.com, Barrons.com and other similarly focused publications. Each prospect is modeled to have an average of $250,000 to $500,000 or more of net worth. These “modeled” prospects have a very high email deliverability rate – which means that your prospects actually receive your investment ideas.

Each batch of 1,000 prospects averages an open rate of 5% to 10%, and 2.5 to 10 respondents ask for additional information. You are immediately notified when a new prospect requests additional information or follow-up contact.

Could your practice and income benefit from 10 new clients every month? Are you ready for this level of potential inquiries?

*Morningstar Media Kit – www.morningstar.com/aboutus/mediakit/audience_regmembers.html

Captivate prospective clients with a
personalized concierge and seminar service

$500,000 in Allianz & Aviva production

A concierge and seminar program with 6,000 customized mailing pieces

Harness the experience, intelligence and energy of the leading direct mail marketing organization in the United States for financial advisors, and increase your production through this partnership.

The concierge program includes the delivery of 6,000 customized mailing pieces and follow-up to all investor inquiries by a dedicated appointment setting team. Choose how you would like to be introduced to prospective clients — over lunch, dinner or coffee in your office — and create a far more personalized, interactive setting.

The dedicated appointment setting team will arrange for approximately 6 to 18 of these face-to-face meetings for you (depending upon your geography), and they will identify another 12 leads that are potentially interested in your services, but are not yet ready for an in-person meeting.

The seminar program includes the delivery of 6,000 customized mailing pieces sent to potential seminar participants. The program’s highly sophisticated phone team will schedule participants’ attendance at one of three seminars that you will host on separate nights over a two week period. Most geographic locations will have 30 committed attendees for each of the three seminar dates.

Some advisors have reported up to 45 appointments resulting from these seminars.

Can you imagine eliminating the work of building attendance for your seminar? Now, you can focus on delivering a great presentation and scheduling a compelling series of follow up appointments when the seminars are complete.

More leads, more personal brand building, more
growth opportunities

$600,000 in Allianz & Aviva production

1,000 leads per month for 12 months and a follow-up drip email to all non-responders in the group

Grow your business over the course of a year by accessing a lead prospecting service that will provide you with 1,000 prospects per month for 12 months (12,000 prospects total), and a follow-up drip email campaign to all non-responders in the prospect group.

These are not ordinary prospects. Rather, they are generated by a proprietary, artificial intelligence technology that locates potential buyers who are predisposed to requesting additional information, proposals and personal contact from a sales agent. The majority of these prospects are enthusiastic baby boomers who invest to live well and are nearing retirement. Of this group, 75% are 45 to 74 years old, and the majority have just under $1,000,000 to invest.*

These investors are respondents to Morningstar.com, WSJ.com, Barrons.com and other similarly focused publications. Each prospect is modeled to have an average of $250,000 to $500,000 or more of net worth. These “modeled” prospects have a very high email deliverability rate – which means that your prospects actually receive your investment ideas.

Each batch of 1,000 prospects averages an open rate of 5% to 10%, with 2.5 to 10 respondents requesting additional information. You are immediately notified when a new prospect requests additional information or follow-up contact.

Could your practice and income benefit from 10 new clients every month? Are you ready for this level of potential inquiries?

*Morningstar Media Kit – www.morningstar.com/aboutus/mediakit/audience_regmembers.html

Learn from the best

$750,000 in Allianz & Aviva production

One year enrollment in Peak Advisor Alliance’s, The Coaching Program

WealthVest Marketing is proud to offer you access to Peak Advisor Alliance‘s, The Coaching Program. Peak Advisor Alliance is proud to help financial advisors build more profitable businesses and provide better client service, and The Coaching Program provides a framework to accomplish these goals.

Peak Advisor Alliance is the country’s largest financial advisor coaching and resources program led by Ron Carson, ranked by Barron’s as one of the nation’s top advisors for the past five years.

More than 20% of the top 100 independent financial advisors in the country trace their roots to membership in Peak Advisor Alliance, according to Registered Rep magazine’s 2010 ranking.

Participation in The Coaching Program includes:

  • Access to all information in Peak Advisor Alliance’s, The Resource Center – including audio, video, sales tools, strategies, action plans, PowerPoint marketing presentations, and templated marketing materials
  • Monthly one-on-one calls with your coach – to discuss action plans, keep you on track and mark your progress
  • Continuous email access to your coach between calls – for advice, insight, and encouragement.

Learn from the best coaches, interact with
top advisors, and polish your professional skills.

$1,000,000 in Allianz & Aviva production

One year enrollment in Peak Advisor Alliance’s, The Coaching Program, and the opportunity to attend two Peak Advisor Alliance Excell meetings

WealthVest Marketing is proud to offer you access to Peak Advisor Alliance‘s, The Coaching Program. Peak Advisor Alliance helps financial advisors build more profitable businesses and improve client service, and The Coaching Program provides a framework to accomplish these goals.

Peak Advisor Alliance is the country’s largest financial advisor coaching and resources program led by Ron Carson, ranked by Barron’s as one of the nation’s top advisors for the past five years. More than 20% of the top 100 independent financial advisors in the country trace their roots to membership in Peak Advisor Alliance, according to Registered Rep
magazine’s 2010 ranking.

Participation in The Coaching Program includes:

  • Access to all information in Peak Advisor Alliance’s, The Resource Center – including audio, video, sales tools, strategies, action plans, PowerPoint marketing presentations, and templated marketing materials
  • Monthly one-on-one calls with your coach – to discuss action plans, keep you on track and mark your progress
  • Continuous email access to your coach between calls – for advice, insight, and encouragement

In addition to The Coaching Program, WealthVest Marketing will treat $1 million production level participants to two Excell Meetings. Excell Meetings promote sharing and collaboration in a dynamic seminar environment, enabling attendees to take real world examples and successfully apply these to their practices.

Attendance at the Excell Meetings includes tuition, airfare and lodging for one advisor.

Take the trip you deserve

$1,250,000 in Allianz & Aviva production

Fourteen-day luxury trip for two to a destination of your choice

Take the opportunity to design your dream vacation to the destination of your choice. Enjoy snorkeling off an exotic island, exploring a quaint European town, or marveling at one of the Natural Wonders of the World. This is your chance to finally take the trip you have been putting off.

This trip for two includes:

  • Round trip, business class airfare
  • Hotel and meal credits, to be used for accommodations and restaurants of your choice
  • Travel concierge service provided by American Express

*Allianz PreferredSM production does not qualify

OR

Las Vegas sales meeting

Join WealthVest Marketing for an incredible Las Vegas sales meeting. Enjoy the elegance of a five-star hotel, savor dining at Zagat’s top-rated restaurants and be amazed by three breathtaking Las Vegas productions.

This trip for two includes:

  • Round trip, business class airfare
  • 5-star hotel suite
  • Tickets to three Las Vegas productions
  • Dining vouchers

*Allianz PreferredSM production qualifies

Witness all the wonders of the world

$2,500,000 in Allianz & Aviva production

Thirty-day around the world trip for two

WealthVest Marketing wants you to witness the unimaginable on your 30-day trip around the world. Observe the breathtaking views of the Iguazu Falls in Argentina, take a ride on a decorated elephant in India, and walk across the Great Wall of China. This really is the trip of a lifetime.

This trip includes:

  • Round trip, business class airfare
  • Hotel and meal credits
  • Travel concierge service provided by American Express

*Allianz PreferredSM production does not qualify.

OR

Fourteen-day luxury trip for four to a destination of your choice*

Have you always wanted to take your parents to the Roman Colosseum, or show your children the Egyptian Pyramids from the back of a camel? WealthVest Marketing is giving you the opportunity to do just that with a 14-day luxury trip for four.

This trips includes:

  • Round trip, business class airfare
  • Hotel and meal credits
  • Travel concierge service provided by American Express

*Allianz PreferredSM production does not qualify.

OR

Hawaii sales meeting

Join WealthVest Marketing for a tropical Hawaiian getaway. Swim, scuba, snorkel, surf, and whale watch. Relax in a 5-star hotel and enjoy fresh local food found only in the Hawaiian Islands.

This trip for four includes:

  • Round trip, business class airfare
  • 5-star hotel accommodations
  • Dining vouchers
  • Activity vouchers

*Allianz PreferredSM production qualifies