REGIONAL VICE PRESIDENT
Chase Boswell
p. 704.621.7691 | e. cboswell@wealthvest.com
Axel Schultz, 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
VICTORIA VANTASSEL
406.610.0529
vvantassel@wealthvest.com
Internal Wholesaler
AXEL SCHULTZ
406.272.3099
aschultz@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.