WIN Group IMO (Wealth Integrity Network Group)
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      • PHIL DIZON - FOUNDER & PRESIDENT
      • BRETT RILEY - SENIOR VP | MARKETING & SALES
      • RICKY VILLA - SENIOR VP | MARKETING & SALES
      • SCOTT SOARES - LIFE & LTC SPECIALIST
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GETTING STARTED

STEP 1: Getting setup with WIN Group is easy. Through our distribution partners, Aegis Financial,  utilize our SuranceBay (SureLC) online portal to begin the process.  You'll need the following items ready to upload before you begin unless you've uploaded them previously if you've registered with SuranceBay in the last 12 months:
  • E&O
  • Voided check
  • Signature (digital process available through the portal)
  • 4-hour NAIC training certificate (if required in your state)
  • AML training certificate
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BEGIN HERE

 STEP 2: Once you've completed the preliminary steps to enter your details, answer background questions and upload the items above, identify the core carriers you'll get set up with by connecting with your Senior VP at WIN Group to go over some of the hottest FIA products on the market you'll want access to. The following are a few of the most popular carriers we work with:
  • American Equity 
  • Americo (Legacy) 
  • Athene 
  • Atlantic Coast Life/Sentinel Life 
  • Equitrust 
  • Fidelity & Guaranty 
  • Nassau 
  • SILAC 
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RICKY VILLA  - SENIOR VP
​DIRECT LINE: (206) 876-7712

SCHEDULE A CALL WITH RICKY
BRETT RILEY  - SENIOR VP
​DIRECT LINE: (206) 876-7713
SCHEDULE A CALL WITH BRETT
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Toll-Free: (888) 908-0447  Fax: (888) 316-5872
Hours: Monday - Friday 8:00am - 4:30pm Pacific Time
Address: 16108 Ash Way Suite 201 Lynnwood, WA 98087


For financial professional use only. Not intended for use by the general public. The information provided herein is the exclusive property of Dizon Enterprises LLC dba Wealth Integrity Network Group (WIN Group), and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. All offers, promotions, and programs are conditional and only available to agents in good standing.
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  • Home
  • CHOOSE TO WIN
    • 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
  • MILLIONAIRE MINDSET VAULT