WealthVest Marketing

Specialties

At WealthVest we strive to make the best financial advisors even better by helping them achieve greater success for themselves and deliver increased value for their clients. We offer high-​quality fixed and indexed annuities, and both field and phone support with exceptional customer service.

What makes us unique — and our advisors successful — is our intense focus on creating a culture for networking, sharing, coaching and learning. We continuously engage with and develop our team of advisors, providing them access to the best carriers, products, resources and services available.

WealthVest Marketing has teamed with the industry’s best marketing companies to help with the practical elements of building your business. We’ve also partnered with the nation’s leading coaches and top producers in the industry to ensure our advisors learn from the best. Learn more about our company and how we can make you more fulfilled and simply wealthier.

History

Established in 2009.

A history of success and a very promising future.

So who’s behind this new way of thinking? Two people who know how to build and grow market-​leading companies known for service and innovation and who understand your needs – Wade Dokken and Lincoln

Collins. Through the course of their careers they’ve led some of the world’s most successful insurance and financial services firms while establishing a strong network of professional partners. Their experience,

proven success and industry relationships are an invaluable component of WealthVest.

Meet the Business Owner

Wade D and Lincoln C.

Business Owner

Lincoln Collins is a senior financial services executive with an entrepreneurial spirit. He led the start up of The Hartford’s European life insurance businesses as its CEO. The Hartford was named a Financial Times Top 50 Workplace in the U.K. Prior to The Hartford, Lincoln helped launch American Skandia as employee number 14 in 1988. He led Skandia’s strategy and product development teams before being named COO.

Wade Dokken has 25 years experience as an annuity marketing innovator. Wade was the face of American Skandia. All together, American Skandia raised over $ 45 billion of variable annuity, 401k, mutual fund and variable life products with 40,000 financial advisors at over 1,200 broker dealers. Wade was named CEO in 2000, and led the sale of the company through Goldman Sachs to Prudential Financial.