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The WealthSecure℠ FIA is designed to deliver what your clients value most – growth potential and guaranteed lifetime income.

We believe every client’s future holds the potential to grow into something greater – let’s talk how the WealthSecure FIA can help yours. Reach out to your wholesaler today to download product information.

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We are proud to announce the appointment of Kevin Beard as Chief Strategy Officer. With nearly three decades of leadership experience in the independent broker-dealer and wealth management industry, Kevin brings deep expertise in advisor recruitment, acquisitions, and business expansion. He most recently served as Chief Growth Officer and Founding Partner at Atria Wealth Solutions, where he helped position the firm as a modern leader in wealth management. At WealthVest, Kevin will lead WealthVest Investment Services, an initiative dedicated to supporting small broker-dealers, banks, credit unions, and RIAs with scale, ease, and compliance efficiency. He will also direct WealthVest’s national accounts team, strengthening partnerships and advancing our mission to deliver best-in-class annuity solutions. Learn more in the press release here - https://lnkd.in/g4bMqAaj. Please join us in welcoming Kevin Beard to WealthVest. #annuities #financialservices #leadership #insurance #income #retirement

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