A Client’s Perspective on Best Interest by WealthVest

“…fixed index annuities in retirement portfolios can make a qualitative difference in clients’ lives.”

Rising interest rates and animal spirits have created a challenge for financial professionals whose clients want to protect principal and generate plentiful retirement income.

Some insights and answers can be found in the new white paper, Rethinking Retirement: A Client’s Perspective On Best Interest .You can get a copy of the paper here.

In addition to providing 10 ‘Best Interest’ Rules, the paper discusses:


  • Sustainable withdrawal rates
  • Income optimization strategies
  • Bear market insurance solutions

“The financial industry’s regulatory environment has become less fraught in recent months; however, the challenge of finding ways to protect principal and generate retirement income in the current market environment remains,” said Wade Dokken, co-author with Drew Dokken. “Including fixed index annuities in retirement portfolios can make a qualitative difference in clients’ lives.”

Rethinking Retirement: A Client’s Perspective On Best Interest discusses the benefits and limitations of retirement income strategies. It can help financial professionals frame retirement income discussions more effectively and facilitate best interest determinations.

WealthVest is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.

WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the…

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