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WealthVest Expands Wholesaling Team with New Wholesaler

WealthVest has hired retirement income professional, Bill Saig, to provide dedicated support to financial professionals .

WealthVest, a leading financial services distribution, marketing and research firm, announced today that William “Bill” Saig, a well-regarded financial professional with more than 20 years of experience in retirement planning, has joined their nationwide distribution team as a Regional Vice President.

In this role, Saig will deliver knowledge and expertise on guaranteed retirement income and principal protection planning to financial professionals at banks and broker-dealers throughout Western Tennessee, Arkansas and Northern Mississippi. He will serve as the direct line to WealthVest’s nationally recognized insurance carrier partners, helping financial professionals deliver low-risk, high-value fixed and fixed index annuity solutions to their clients.

“I am thrilled to be joining the exceptional, boots-on-the-ground team at WealthVest and look forward to representing their outstanding insurance carrier partners,” said Saig. “I’m here to support financial professionals across Tennessee, Arkansas and Mississippi with the tools, strategies and resources they need to set their clients up for success in retirement.”

An independently owned firm, WealthVest specializes in developing propriety research and thought leadership content focused on retirement planning, guaranteed income planning and macroeconomic developments. Saig can deliver this content through dynamic presentations, continuing education opportunities and in-person or virtual seminars with Tim Pierotti, WealthVest’s Chief Investment Officer. WealthVest also offers branch referral training opportunities for financial professionals at banks and credit unions. 

"We are excited to have Bill join our sales team,” said Charlie Yoachum, VP National Sales Manager. “His previous experience in the industry, compiled with his successful wholesaling skills, will make him a valuable sales partner for advisors in Western Tennessee, Arkansas, and Northern Mississippi.”

Financial professionals can reach William “Bill” Saig at wsaig@wealthvest.com or 901.308.3976 for more information on WealthVest’s research, thought leadership or industry-leading retirement income solutions.

WealthVest’s internal wholesaling, new business and marketing teams will provide back-office support to Saig’s financial professionals and clients.