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That’s a Wrap, Anaheim! Inside the Annuity Sales 360 Experience

2/26/2026

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The energy in Anaheim was nothing short of electric this past week. We just wrapped up our latest Annuity Sales 360 Training, and if there’s one takeaway, it’s this: the bar has officially been raised. We spent the week with a room full of hungry life and annuity agents who weren't just there to "take notes"—they were there to transform their businesses. From the first handshake to the final session, the focus was entirely on elevating the craft and hitting that next level of production.

One of the highlights of this session was the live presentations by seasoned professionals. This wasn't your typical "death by PowerPoint." Agents had the unique opportunity to watch pros in action, breaking down complex scenarios and demonstrating exactly how to navigate high-level client conversations.

There is no substitute for seeing the work done live. It provides a blueprint for communication and confidence that you simply can't get from a manual. For the agents in attendance, this was a masterclass in real-time problem solving and elite sales psychology.
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Education is only half the battle; the other half is execution. That’s why we spent significant time diving into the specialized tools and resources taught exclusively to our agents in training.

We don't just tell you what to do; we give you the "how." Our trainees walked away with a proprietary toolkit designed to: 
  • Resources that they can access for marketing purposes
  • Customized planning developed based on a personal diagnostic review and individual goals. 
  • Personalized coaching from industry professionals

A huge part of our success comes from the incredible people who contribute their time and expertise. We want to extend a sincere thank you to:
  • Our Partners at EquiTrust: For their unwavering support and industry-leading resources.
  • Leon Fitch (Guest Trainer): For the absolute "knowledge drop" that left everyone in the room buzzing with new ideas.
  • Our Leadership Team: Phil Dizon, Brett Riley, and Roderick Villa Jr. for their vision and for guiding the way for the next generation of top producers.

Don't get left behind--join the next one! Whether it’s virtual or in-person, you need to be in the room. Our spots are strictly limited to ensure every agent gets the attention and resources they need to succeed—and because of that, they go fast!

Want to be the first to know when our next training opens?
👉 Go to AnnuitySales360.com to join the waiting list for our upcoming events. Don't just watch from the sidelines—get the tools, the training, and the professional edge you need to dominate the market.
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