S10E10 of WealthVest: The Weekly Bull&Bear is now available. In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the market bounce back, what tariffs will be on April 2nd, housing stocks, consumer confidence, and Deutsche Bank's forecast on a recession this year. Check out the podcast on our website: https://lnkd.in/dZ57egcg Wade Dokken Lincoln Collins Charlie Yoachum Matt Hamann M.J. Schiff Chad D. Anthony Lewis Andrew Keizer #tariffs #bull #bear #marketupdate #tesla #nasdaq #recession #rebound #consumerconfidence
WealthVest
金融服务
Bozeman，MT 4,789 位关注者
We provide innovative retirement solutions for the modern financial professional. Join us in #RethinkingRetirement
关于我们
It is projected that 78 million baby boomers will reach retirement age within the next 11 years, financial professionals need to be prepared with resources, effective products and strategic messaging to keep their client’s money safe and help them retire with dignity and confidence. However, due to shrinking pensions, retirees living longer, social security uncertainty and current market risks, traditional retirement planning is no longer effective. Understanding that traditional retirement strategies may not withstand timing risk, market crashes and other unforeseen hurdles, WealthVest saw an opportunity. WealthVest not only partners with insurance carriers that offer the most consumer-friendly products on the market, but they also provide wholesaling support making them a go-to resource for financial professionals seeking strategies to keep their client’s money safe and providing a predictable and comfortable retirement. With the fixed income and equity markets in their current state, traditional approaches may not perform effectively and a shift in retirement strategy is needed. WealthVest is proudly at the forefront of Rethinking RetirementTM with their groundbreaking thought leadership, first-class marketing strategies, operational support and dedicated wholesalers. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind. Securities Disclosures: https://www.worldequitygroup.com/privacypolicy.html Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy
- 网站
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https://www.wealthvest.com
WealthVest的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Bozeman，MT
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Structured Investments、Structured Notes、Market Linked CDs、Fixed and Fixed Index Annuities、Life Insurance、Multi-Year Guaranteed Annuities、Longevity and Income Planning、Financial Market Analysis、Wholesaling Financial Services、Bank and Broker-Dealer Back Office Support、Carrier Relationship Management、Financial Services Distribution、Agent and Agency Wholesaler Support、Digital Marketing、Content Creation、Marketing Support、Annuity Product Design、Product Management、Retirement Education and Research和Variable Annuities
地点
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主要
获取路线
2485 Manley Rd.
US，MT，Bozeman，59715
WealthVest员工
动态
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???Join us in celebrating?Victoria V.,?New Business Specialist, for earning her Associate, Life Management Institute (ALMI) designation!??? This milestone showcases Victoria’s commitment to growing her expertise in insurance operations, financial acumen, and industry best practices—allowing her to provide even greater value to financial professionals and their clients. Way to go, Victoria! We’re proud of your hard work and dedication. #ALMI #CareerGrowth #TeamSuccess #EmployeeRecognition #WealthVest
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?? Cheers to William Saig on One Year at WealthVest! Today, we’re celebrating Bill's one-year milestone with WealthVest! From the start,?he's?brought industry experience, a winning attitude and outstanding sales skills?to the team, making a real difference. National Sales Manager, Charlie Yoachum says, "Congratulations on your first-year anniversary at WealthVest. We feel fortunate to have you on the Regional Consultants sales team, Bill." Outside of work, you’ll find him?spending quality time with family and his wife, Victoria or loving on his two rescue dogs - Lilly and Lyla. Congratulations, Bill—we’re excited for what’s ahead! #WorkAnniversary #GratefulForYou #TeamSuccess #WealthVest
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?? Double the Celebration, Double the Fun! ?? Please join us in congratulating Alex Soltero on her one-year anniversary at WealthVest and for earning the Internal Wholesaler of the Month award! Alex’s dedication and impact on the team have not gone unnoticed. Sales Desk Team Lead Jack Lee had this to say about her outstanding contributions: "Alex is a key member of the internal wholesaler team at WealthVest and shows her growth mindset and team spirit while supporting several external and hybrid wholesalers across multiple channels. We are very fortunate to have Alex. She is fantastic to work with and is always looking to help teammates and our clients. Great job, Alex – you deserve it!" Congratulations, Alex—your hard work and commitment continue to inspire! #WealthVest #Teamwork #InternalWholesalerOfTheMonth #WorkAnniversary?#EmployeeRecognition
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Be sure to check out Tim Pierotti most recent blog post. With the ten-year treasury yield down from 4.8% to roughly 4.3%, one would think that the S&P Homebuilders ETF (XHB) would be up. Instead, it is down over 20% from recent highs. Tim highlights this development and identifies why housing is such an important barometer of recent economic policy. Check out the link below: https://lnkd.in/eMqyfCuE
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?? Celebrating Dave’s 1 Year Anniversary! ?? Time flies when you’re making an impact! Today, we’re recognizing David Retzlaff, Regional Vice President?for a year of dedication and hard work at WealthVest. Over the past year, he has expanded his industry knowledge and has grown his business and demonstrated a strong work ethic. Dave?has quickly become an invaluable part of our sales team. And when he's not busy helping advisors generate lifetime income for their clients, he takes advantage of living in Colorado and likes to spend as much time outdoors with his wife and dogs. You can find them hiking, mountain biking, skiing, or even dabbling in indoor skydiving! Thank you, Dave, for being an essential part of our success. Here’s to many more years! #WorkAnniversary #TeamAppreciation #CheersToYou #WealthVest
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???Big congratulations to?Mariah Madden, ALMI, New Business Manager, on earning her Associate, Life Management Institute (ALMI) designation!??? This achievement reflects Mariah's dedication to expanding her expertise in insurance, financial acumen, and industry operations—helping her to better support financial professionals and their clients. Well done, Mariah! We’re excited to see you put this knowledge into action. #ALMI #ProfessionalGrowth #TeamSuccess #WealthVest
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???Congratulations to Kim Wendell, Team Lead of Data Processing, our very first WealthBEST?Award Winner!??? At WealthVest, our core values—Fast, Fun, Friendly, Flexible, Fiduciary, and Focused—shape everything we do. Each month, the WealthBest Award?honors an individual who truly lives these values, and the first person we'd like to recognize is Kim Wendell! Through her dedication, innovation, and leadership?Kim consistently exemplifies what it means to be?WealthBEST. Her commitment to?enhancing operational efficiency and role in launching Firelight?inspires those around her and strengthens our culture. Please join us in celebrating?Kim for this well-deserved recognition! #WealthBEST #CoreValues #TeamSuccess?#EmployeeRecognition #WealthVest
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Speed + Simplicity Let us introduce you to Aspida Life Insurance Company, a tech-forward annuities provider. A few things to know about them: ?? ?????????????? ???????????????????? – Financial Professionals can be appointed in minutes ?? ???????????????? ?????????????? ?????? – No paperwork, no hassle ?? ?????????????????? ???????????????? ???????????????? – Often within seconds ?? ?????????? ?????????????????????? – Because you shouldn’t have to wait Watch the story unfold and see how Aspida is redefining annuities in the video below. https://lnkd.in/gmggvpha #fixedindexannuities #multiyearguaranteedannuities #redefiningannuities #technology Wade Dokken Lincoln Collins
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???Happy Work Anniversary, Tiffany!??? Today, we’re celebrating Tiffany Donovan,?Senior Executive Assistant, for one year at WealthVest! Over the past year, Tiffany has made such a positive impact on the entire organization with her friendliness, keen sense of humor, and get $h!t done attitude! Outside of work, you’ll find her taking in all the beauty Montana has to offer. Whether she's hiking The M or cross-country skiing, Tiffany enjoys being active and spending time in nature. Cheers to Tiffany for an incredible journey so far—we’re excited to see what the future holds! #WorkAnniversary #TeamSuccess #CheersToYou