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Seattle Success: Recap of the Annuity Sales 360 Training & What’s Next

1/29/2026

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In the ever-evolving world of insurance and financial services, staying ahead of the curve isn’t just an advantage—it’s a necessity. Last week, WIN Group headed to the Pacific Northwest for our latest Annuity Sales 360 Training, and we are thrilled to report that the event in Seattle, WA was an absolute hit!

We brought together a dynamic group of life and annuity professionals, all driven by a common goal: to master their craft, better serve their clients, and grow their businesses. If you weren't able to join us, here is what you missed and why these training events are becoming essential stops for top-producing agents.

The atmosphere in Seattle was electric. More than just a seminar, Annuity Sales 360 is designed to be a high-impact, collaborative experience. We believe that when successful professionals get in the same room to share ideas, everyone rises.
For attending agents, the experience offered three distinct advantages:
1. Strengthening Expertise with Industry Leaders:
The core of the event was focused on elite-level education. Attendees gained invaluable insights from a lineup of powerhouse speakers who are actively shaping the industry. A massive thank you to Phil Dizon, Brett Riley, and Ricky Villa Jr. Their presentations went beyond theory, diving deep into product nuances, market trends, and advanced planning concepts that are vital for today's market.
2. Actionable Insights to Use Immediately: We know that your time is valuable. That’s why we focus on delivering strategies that can be implemented the moment you return to your office. Attendees walked away with proven sales processes, client acquisition techniques, and closing strategies specifically tailored to the annuity and life insurance landscape.
3. High-Value Networking: One of the biggest takeaways cited by attendees was the opportunity to network. Agents were able to connect with peers, swap success stories, and build relationships with WIN Group leadership and our carrier partners. This sense of community is crucial for navigating challenges and finding new avenues for growth.
An event of this caliber requires immense support. We want to extend our deepest gratitude to our incredible partners who helped make the Seattle training possible. Thank you for your commitment to empowering agents.
  • Andrew Amoroso & Dan Winders at Aegis Financial
  • Jared Herzog at North American Company for Life and Health Insurance®

Missed Seattle? We’re Heading to Southern California Next! The energy from Seattle has set the bar high, and we are ready to do it again. If you were unable to attend this session, do not let the next opportunity pass you by.
We are excited to announce that another Annuity Sales 360 Training is coming soon to Anaheim, CA.

If you are ready to connect with industry leaders, learn actionable strategies to increase your production, and grow your expertise alongside the best in the business, you need to be in Anaheim.

Space is limited for these exclusive events. Visit our website now to get early details on the Anaheim event and secure your spot among top-tier professionals.
Click Here to Register for Upcoming Events
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  • HOME
  • CHOOSE TO WIN
    • JOIN OUR NETWORK
    • WIN TEAM >
      • PHIL DIZON - FOUNDER & PRESIDENT
      • BRETT RILEY - SENIOR VP | MARKETING & SALES
      • RICKY VILLA - SENIOR VP | MARKETING & SALES
      • SCOTT SOARES - LIFE & LTC SPECIALIST
    • CODE & PRINCIPLES
    • INSURANCE CARRIERS
  • BUSINESS SOLUTIONS
    • Marketing Systems
    • Client Tools & Software
    • Branding and Media
  • CONNECT WITH US
  • Blog