REGIONAL VICE PRESIDENT
Chase Boswell
p. 704.621.7691 | e. cboswell@wealthvest.com
Luke Slaney, 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 Chase Boswell and I am your dedicated USAA Life Insurance Wholesaler. We are passionate about helping you build a secure retirement portfolio for risk-averse clients.
“I’m really looking forward to establishing concrete and long-term relationships with financial professionals throughout the Carolinas. Being able to partner with two industry leading companies is a great opportunity and I am ready to get out there and assist in anyway possible.”
Contact Your Dedicated USAA Wholesaling Team
New Business Specialist
JAMIE PARISI
406.247.0355
jparisi@wealthvest.com
Internal Wholesaler
LUKE SLANEY
406.922.6224
lslaney@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.