WHO IS WEALTHVEST
Your WealthVest Wholesaler
A WealthVest wholesaler is an expert in helping you grow your business. Their job is to help retirees and financial professionals plan for the unexpected in retirement to make a comfortable retirement a reality. Working with a WealthVest wholesaler is an easy and seamless process. Give us a call today or click below for more information.
To meet your wholesaler call 877-595-9325 or click the button below.
Your WealthVest Team Redefining Financial Services
KEY ACCOUNTS
Our key accounts team supports financial professionals by maintaining a relationship with the back offices of banks and broker dealers. They work closely with annuity companies to assist in the design & distribution of high consumer value products. To request WealthVest’s products on your platform reach out to key accounts below.
SALES
The WealthVest Sales Team offers financial professionals with product knowledge and expertise that they need to help guide their clients with income in retirement. Wholesalers and financial professionals are supported by dedicated internal sales teams offering prompt service and expertise.
MARKETING SUPPORT
A WealthVest wholesaler is supported by an extensive marketing and creative services team. They develop and implement digital marketing campaigns, research and whitepapers, video, brand creation and practice management tools that help to grow your business.
CONTRACTING
The contracting department is responsible for getting the financial professional approved to offer annuity products provided by carriers.
COMMISSIONS
The commissions team supports the wholesaler and advisor by offering commission expertise and ensuring that once the policy is issued all commissions are accurately distributed to all parties.
NEW BUSINESS TEAM
The new business team is responsible for reviewing applications for any errors that may slow down the issuing process at the carrier.
“My last 15-20 years have been focused on creating income for my clients for life. One of the reasons I like WealthVest is I integrate Indexed Annuities as part of my allocation, at least enough to guarantee lifetime income for my client.”
–Jaime, Independent Financial Professional CSA, RFC
Leadership
Wade Dokken
Wade has over 30 years of financial services experience and leadership. Wade was the face of American Skandia, leading its sales and marketing strategy from their inception in 1988 to becoming the #1 variable annuity seller in the first quarter of 2000, and ultimately spearheaded their sale as CEO 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. Dokken is also a columnist at FA Magazine, providing research white papers on diverse topics such as Sustainable Withdrawal Rates, Sequence of Returns, and Portfolio Optimization.
Lincoln Collins
Lincoln is a senior financial services executive with an entrepreneurial spirit who has led WealthVest with Wade Dokken since its founding. He led the launch of Hartford Life Limited, Europe as the chief executive officer, generating over $1.25 billion in sales within four years and becoming a top-ten provider of variable annuities and private pensions. Prior to The Hartford, Lincoln helped launch American Skandia in 1988 and led Skandia’s strategy and product development teams before being named chief operating officer. Lincoln played a major role in the development of the annuity platform, mutual funds, 401(k), and variable life product lines.
“Financial Advisors who only focus on selecting investments will really struggle to add value.”
-Wade Pfau, PhD, CFA, RICP
National Sales Managers
CHARLIE YOACHUM
National Sales Manager
FINRA’s BROKER CHECK
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ALEX SAMOILA
National Sales Manager
FINRA’s BROKER CHECK
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MATT HAMANN
National Sales Manager
FINRA’s BROKER CHECK
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Key Account Managers
FREDRICK S. NICHOLAS III
VP, National Accounts
FINRA’s BROKER CHECK
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TIM LAYTON
VP, National Accounts
FINRA’s BROKER CHECK
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CHAD DOKKEN
Key Account Manager
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Our Story
WealthVest is an independently-owned financial services firm specializing in the distribution of low-risk, high-quality products to banks, and broker-dealers. WealthVest’s nationwide wholesaling team is dedicated to partnering with financial professionals to grow and nurture their practices through best-in-class sales training, thought leadership and research, consumer educational tools, and marketing support. Our wholesalers are backed by a group of internal support, key account, marketing, and operations professionals.