REGIONAL VICE PRESIDENT
Brian Sweeney
p. 484.788.5871 | e. bsweeney@wealthvest.com
Jack Lee, Internal Wholesaler
USAA annuities are available to the general public through select financial institutions, and membership is not required.
Your Dedicated Line to USAA Life Insurance Company
Hello! My name is Brian Sweeney and I am your dedicated USAA Life Insurance Wholesaler. We are passionate about helping you build a secure retirement portfolio for risk-averse clients.
“Whatever it is, the way you tell your story online can make all the difference.”
Contact Your Dedicated USAA Wholesaling Team
New Business Specialist
TINA CUPPLES
406.247.0968
tcupples@wealthvest.com
Internal Wholesaler
JACK LEE
406.201.7925
jlee@wealthvest.com
No bank guarantee • Not a deposit • May lose value • Not FDIC/NCUA insured • Not insurance by any federal government agency
Annuitization permanently converts your principal into an income stream. Once you annuitize, you will no longer have access to your principal as a lump sum. It has no cash value.