A Conversation with Prosperity Life Group & WealthVest Marketing

Wade has over 30 years of financial services experience and leadership. Wade was the face of American Skandia, leading its sales and marketing strategy from their inception in 1988 to becoming the #1 variable annuity seller in the first quarter of 2000, and ultimately spearheaded their sale as CEO in 2003. Dokken is the author of “New Century, New Deal,” a public policy analysis of the challenges facing Social Security in the coming decades. Dokken is also a columnist at FA Magazine, providing research white papers on diverse topics such as Sustainable Withdrawal Rates, Sequence of Returns, and Portfolio Optimization.

Jim Senatore brings over 25 years of experience in the Financial Services Industry. He is a respected senior manager, and specializes in leading teams and Jim believes that team building, practice management, confidence and engagement are vital to an effective and productive work environment.
Jim is a graduate of Nichols College, in Dudley Massachusetts, with a Bachelor of Science in Business Administration, class of 1983. In April of 2014, Jim received his 3 year certificate from the Wharton School of Business at the University of Pennsylvania sponsored by the Securities Industry Institute.
A sentiment that Jim feels is relevant in this industry is: “You can make more friends in two months by becoming interested in other people than you can in two years by trying to get other people interested in you.“ by Dale Carnegie.

Charlie Yoachum began his wholesaling career in 1993 with Planco Financial services. Coinciding with the Hartford Financial acquisition of Planco in 1999, he was promoted to Southwest Division sales manager. In 2004, he was promoted to Vice President, Central Division sales manager, later becoming responsible for Western U.S. Sales. As a National Sales Manager at Wealthvest, Charlie manages and trains the regional consultant wholesaling team for WealthVest. He manages relationships with brokerage firms, independent BD’s, bank investment programs, and financial institutions.

Charlie graduated from the University of Texas at Pan American with a Bachelor of Business Administration in Economics. Charlie and his wife, Patti, have two children, and currently reside in Port Aransas, Texas. When he isn’t working, Charlie is an avid hunter and fisherman.