About Anne K. Sample

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So far Anne K. Sample has created 48 blog entries.

In Service Distributions: Q&A

Question: Can my clients take a distribution from their 401(k) while they’re still employed?

Bottom Line: The general rule is that individuals cannot take a distribution from their 401(k) until a triggering event occurs (for example, they terminate employment or retire). However, if the 401(k) plan document permits, they may be able to take a distribution of certain employer contributions even while they are still working.


By |November 1st, 2011|Sales Tools|0 Comments

Industry Branding Trends

Rob Brinkman interviews Ted Williamson about branding trends in the industry and how top advisors are defining themselves.
Rob Brinkman and Ted Williamson
Rob Brinkman: Good morning, everybody. This is Rob Brinkman, national sales manager with WealthVest. I was going to interview Ted Williamson and do a podcast training for our own internal training here at WealthVest, […]

By |October 27th, 2011|Uncategorized|0 Comments

Marketing Exchange with Aaron Freeman

Matt Sawyer interviews Aaron Freeman regarding his financial advisory practice and a key fixed-index annuity case.

Matt Sawyer and Aaron Freeman Interview

Matt Sawyer: Hello everyone and thank you for visiting wealthvest.com. My name is Matt Sawyer, and I’m the Vice President of Sales here at WealthVest Marketing.

The purpose of these postings is to recognize our top-producing […]

By |October 17th, 2011|Uncategorized|0 Comments

October 4th Webinar with Stephen Moore

October 4, 2011

Stephen Moore, well-known economic writer and policy analyst, continues his webinar series with WealthVest Marketing. Stephen addresses the current status of the presidential race, the effects of China’s currency sanctions and three free trade agreements, the problems in Washington and the implications of the Federal Reserve’s new “twist strategy”.

October 4, 2011 – Stephen […]

By |October 5th, 2011|Toolbox|0 Comments

Secondary Market Income Annuities

The Combination to Higher Yields
If you are looking for an opportunity to earn above average fixed income returns for a balanced portfolio or otherwise and you are in a financial position to hold an illiquid investment with a specific income structure, consider a Secondary Market Income Annuity (SMIA). Depending on the structure and duration of […]

By |September 28th, 2011|Uncategorized|0 Comments

Today’s Low-Interest Environment Drives Investor Interest in the Secondary Market

Today, in investmentnews.com, there was an article illustrating the increasing interest in products with higher yields, such as secondary market income annuities (SMIA).
Yield-starved investors and their advisers are discovering a complex investment vehicle: annuities awarded in wrongful-death or injury lawsuits that are being sold as factored structured settlements.

The 7% yield on these products is attractive […]

By |September 26th, 2011|Uncategorized|0 Comments

Advisor Toolbox

WealthVest Marketing brings advisors the most innovative sales tools and strategies in the industry — making the introduction of products and services easier and more intuitive for clients.  We offer these tools in a variety of formats to make the advisors job easier.

Advisors can choose from:

Printed Materials
YouTube Video Tutorials
PDF – Sales Tactics
Digital Whiteboard Presentations
Animated Presentations

Sales Tools
Advisors Digital Marketing […]

By |September 14th, 2011|Toolbox|0 Comments

Bora Bora & Tahiti

The WealthVest 2011 Rewards Trip: for only $2 million in Allianz Production
Download the PDF now

Download the rules now
Join Us for only $4 million in production*
Take in the lush slopes and valleys blossoming with tropical foliage. Enjoy perfect white-sand beaches and emerald waters with multi-colored fish and giant manta rays. Laze away an afternoon on a […]

By |September 13th, 2011|Promotions|0 Comments

Fidelity & Guaranty Promotion

For only $100,000 in Fidelity & Guaranty Life production¹, WealthVest partners with you like no other marketing company has before.
Download the PDF now

Read the rules now

$100,000 in production – receive a $1,000 American Express gift card
$250,000 in production – receive a $2,500 American Express gift card
$600,000 in production – choose between a […]

By |September 13th, 2011|Promotions|0 Comments

Allianz – Aviva Promotion

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
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 […]

By |September 13th, 2011|Promotions|0 Comments