USAA Life Insurance Company Partners with Wholesale Company WealthVest – InsuranceNewsNet

0

BOZEMAN, Mont. (PRWEB) May 09, 2022

USAA Life Insurance Company, a leading financial services brand for military members and their families, and WealthVest, a field wholesale company, announced a strategic relationship to distribute select USAA Life annuity products to select banks and brokers. The new relationship is the result of an extensive search by USAA Life for a wholesale partner who could meet USAA Life’s rigorous professional training and service standards.

“Being able to expand the distribution of our annuity products is a top priority for us,” said Sean Grindall, Head of Third Party Distribution at USAA Life. “Working with WealthVest and having access to their sales and marketing resources will help us expand our market and bring the financial security our products provide to more consumers.”

WealthVest will begin distributing and marketing USAA Life’s high-quality income and protection solutions on a selective basis to a network of financial institutions and advisors, expected to begin later in 2022. The company plans to roll out its proven distribution of wholesale, coaching and thought leadership. template to help educate financial advisors on USAA Life’s industry-leading retirement solutions, which include single premium immediate and fixed deferred annuity.

“WealthVest is honored to partner with one of the most reputable companies in any industry,” said Lincoln Collins co-founder and chairman of WealthVest. “We are excited to introduce USAA Life to financial advisors across the country. Since USAA Life solutions are available to the general public and USAA membership is not required, all Americans can enjoy USAA exceptional service and value for the consumer as they prepare for retirement. »

WealthVest and USAA Life are well-known leaders in the financial services industry. USAA Life Insurance Company received the highest overall ratings from J.D. Power in the 2021 United States Individual Annuities Study and the 2021 United States Individual Life Insurance Study. Similarly, in a Cramer and Associates survey, WealthVest was named one of the leading fixed-index and fixed-index annuity distributors among brokers and financial institutions.

###

On USAA

Founded in 1922 by a group of military officers, USAA is a leading provider of insurance, banking and investment and retirement solutions to 13 million members of the WE members, honorably served veterans and their families. Based at San Antonio, TX, USAA has offices in seven WE cities and three sites abroad and employs more than 35,000 people worldwide. Each year, the company contributes to national and local nonprofit organizations to support military families and the communities where employees live and work. For more information on USAAfollow us on Facebook or Twitter (@USAA), or visit usaa.com.

About WealthVest

WealthVest is a leading distributor of fixed, index-linked, index-linked and variable annuities – as well as structured products – for WE financial advisers. WealthVest’s leadership is fueled by proprietary thought leadership, consumer-focused product design expertise, strategic marketing, technology and a focus on field and hybrid advisor wholesale. Follow them on Facebook and LinkedIn or visit wealthvest.com.

Read the full story at https://www.prweb.com/releases/2022/5/prweb18665542.htm

Share.

Comments are closed.