George Slade Email & Phone Number

WealthVest Marketing is an advanced financial marketing firm, specializing in high-quality fixed annuities, fixed-indexed annuities and life insurance products. WealthVest is unique in providing world-class marketing tools and an unsurpassed support system to its financial advisors – helping to make the best financial advisors even better. WealthVest gives advisors opportunities to work with the best carriers, products and services. WeathVest’s carriers include: Allianz, American Equity, ANICO, Aviva, Forethought, Life of the Southwest, Lincoln Financial Group, North American, Old Mutual, RBC and Reliance Standard. WealthVest marries highly-rated annuity products with a culture of networking, sharing, coaching and learning – to achieve powerful results. WealthVest connects financial advisors to the best marketing coaches in the industry, including: Ron Carson, Peter Montoya, Tom Hamlin, Bill Good, and Dr. Ken Dycktwald. Marketing tools offered include: Marketing Partners, The Retirement Wealth Planning Radio Show, Advisor’s Products, Unlimited Fulfillment Services, Response Mail Express, Seminar Direct, CIS Marketing, Kramer Direct, Media Mastery, Ironstone Communications, and Wealth Tribes. WealthVest Marketing is headquartered in Bozeman, Montana, with offices in San Francisco, California.Specialties: • Developing income planning solutions• Facilitating wealth transfer• Implementing business-building practices• Increasing profitability of financial advisors• Developing retirement solutions• Designing retirement income distribution• Advising on practice management• Outlining planned giving• Developing strategic alliances

Listed skills include Chartered Retirement Planning Counselor.