REGIONAL VICE PRESIDENT
Cindy Atkinson
p. 346.604.4767 | e. catkinson@wealthvest.com
Kegan Morris, 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 Cindy Atkinson and I am your dedicated USAA Life Insurance Wholesaler. We are passionate about helping you build a secure retirement portfolio for risk-averse clients.
“Representing USAA brings me a sense of family. I proudly promote the USAA brand in a way of honoring my father’s legacy as a WWII veteran. ”
Contact Your Dedicated USAA Wholesaling Team
New Business Specialist
SAM BUTLER
406.551.4847
sbutler@wealthvest.com
Internal Wholesaler
KEGAN MORRIS
406.384.6526
kmorris@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.