REGIONAL VICE PRESIDENT

Dave Retzlaff

p. 720.812.2673 | e. dretzlaff@wealthvest.com

Logan Casey, 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 Dave Retzlaff and I am your dedicated USAA Life Insurance Wholesaler. We are passionate about helping you build a secure retirement portfolio for risk-averse clients.

“As a grandson to a grandfather that served in the Korean war and a friend to several enlisted U.S. Airforce officers, I am excited to partner with USAA.”
— Dave Retzlaff

Contact Your Dedicated USAA Wholesaling Team

New Business Specialist

TANA PARISI
406.922.6286
tparisi@wealthvest.com

Internal Wholesaler

LOGAN CASEY
406.318.5061
lcasey@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.