Webinar: Boost Your Clients' Financial Wellness by NFI Solutions

Boost Your Clients' Financial Wellness

About

January is Financial Wellness Month! Join us to learn how Revol One can help improve your clients' financial wellness with strategies that drive long-term value. This session will showcase Revol One’s MYGA, emphasizing its simple and effective design, and guide you on transitioning MYGA clients to a powerful MYGIA (a unique MYGA x FIA Hybrid)—enhancing their portfolios while maintaining security. Plus, gain insight into Revol One’s financial strength, exceptional service, and an exclusive look at what’s coming in 2025.

With decades of combined experience, Brian Maschka, Regional Vice President, and Tim Heltman, Internal Wholesaler, bring expert insights and practical strategies to help you serve your clients better and grow your business. Don't miss out, Register Today!

When

Wednesday, January 15, 2025 · 11:00 a.m. Central Time (US & Canada) (GMT -6:00)

Agenda

Financial Wellness in Your Clients
What Sets Revol One Apart
MYGAs to MYGIAs - A Perfect Pivot
Future Opportunities in 2025
Sales Concepts and Strategies

Presenters

NFI Solutions

Annuity and Life IMO/FMO

At NFI Solutions, we bring our knowledge to work for you. We will always strive to provide the best service and business support possible. It is our goal to exceed your expectations with our wide range of case design and client branding services. Whether you need a professional team to take over your task or help with learning the basics of today’s innovative technologies, at NFI we can help you succeed by showing you how to get better, faster results.

Brian Maschka

Regional Vice President of RevolOne

Brian lives in the insurance capital of the world, Des Moines, IA.
His home is in Urbandale with his wife, 3 kids, and two dogs. When he’s not talking about fixed annuities, he’s at baseball games and spends countless hours cycling. In 2023, He cycled across the entire state of Iowa in one of the hottest weeks on record for July.
Brian has been in the financial service industry since 2000. He started working at his Father-in-law’s independent planning firm where he worked to service existing clients and setting up seminars. He then learned how to sell financial instruments in the banking system as a registered sales representative. Before coming to RevolOne, Brian was a Regional Vice President with a large fixed-indexed annuity carrier where his passion for safe money was realized.
Brian is currently the Regional Vice President at Revol One.

Tim Heltman

Internal Sales & Distribution Support

Tim Heltman is an experienced Internal Wholesaler with 12 years of expertise in the financial services industry. Based in Des Moines, Iowa, Tim is passionate about helping individuals understand the value of the products he represents. A graduate of the University of Kansas, he combines his educational background with years of hands-on experience to provide insightful, customer-focused service. Outside of his professional life, Tim is an avid golf enthusiast, enjoying time on the course whenever possible. He is committed to making complex concepts easy to understand for all.

Reserve Your Spot