Events Calendar

Essential Business Tools - Ignite Your Sales

Webinar Date: TBD
Join Phil Dizon, founder of WIN Group, that will cover the FREE & essential business tools used by top advisors to increase annuity and life sales!

Stay until the end of the webinar to download these FREE bonuses
  • ​FREE BONUS #1: (4) Educational Call-to-Action Annuity & Life Insurance Brochures/Handouts
  • FREE BONUS #2: (3) Pre-approach Email Response Templates to Generate In-bound Leads

The Ultimate Branding & Annuity Lead Generation Program

Webinar Date: TBD
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Discover our proprietary and direct approach getting in front of face-to-face with 50-60 prospects each month and talking about annuities upfront and more:
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  • How the Maximize Retirement System provide the BEST approach to selling annuities directly.
  • No more hiding behind the bait-and-switch methods.
  • Learn how you can use our proprietary marketing system has helped advisors move as much as $25 million in assets annually into annuities and managed accounts.

Recorded Web Classes 

Email Secrets for More Appointments With Affluent Prospects

Phil Dizon
Jeremiah Desmarais: Award winning insurance/financial marketer and business consultant
  • 3 proven ‘copy-and-paste’ email templates to use to see more prospects
  • Game-changing LinkedIn strategies to get 30% more appointments – overnight
  • The single highest leverage techniques to WIN at digital marketing
  • How to leverage simple technology hacks to grow demand for your services
  • Ninja tools to increase productivity by 380% with just a few clicks

Software Every Advisor Should Have To Close More Sales

Risk-Analysis & Income Reporting Software

  •  All you'll need to succeed in today's DOL environment.
  • Learn how to add client profiles, illustrate your annuity & financial recommendations, and MORE!
  • ALL-IN-ONE Report can display the effects of taxes, RMD’s, market risk and expenses.
  • Over the top Training & Support included.
  • Exclusive access for a savings of nearly $900/annually!

DOL UPDATE RECORDED CONFERENCE CALL

Click below to hear Darin Lucas, president of our distribution partner, First Annuity, discuss the June 9th changes to the annuity sales landscape and our we are prepared to help advisors through the transition!