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

BEGIN HERE

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 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 

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