WIN Group IMO (Wealth Integrity Network Group)
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      • BRETT RILEY - SENIOR VICE PRESIDENT
      • RICKY VILLA - SENIOR VP | MARKETING & SALES
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CRM FOR ALL AGENTS: SIMPLE TO USE + MODERN FEATURES
3:00 Introducing Agent CRM
4:19 Client Management 
5:15 Appointment Setting Scheduler 
7:12 Automated Follow-up
9:08 Client LIVE Transfer
10:00 A.I. Client Chat and Scheduling
14:30 Retirement Shield 360 Book Funnel - Facebook Marketing 
21:20 Free Trial Details 
29:25 Personalized Support

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Introducing Agent CRM, the ultimate solution tailored for insurance professionals to enhance client relationships and streamline business operations. With its user-friendly interface, Agent CRM simplifies your workflow, allowing you to focus on what matters most – serving your clients.

Experience the power of modern features, including real-time call transfers and AI-driven live support, providing exceptional service online. The built-in appointment scheduler, seamlessly synchronized with Google or Microsoft Office calendar, ensures efficient time management. Engage your clients effortlessly with pre-populated email templates for drip marketing, while also giving you the creative freedom to design your own. Elevate your marketing game with expanded Facebook Ad support, enabling you to create effective lead funnels. Exclusively through the WIN Group, unlock special discounts that make Agent CRM an indispensable asset in your insurance endeavors. Elevate your client interactions, boost efficiency, and amplify your marketing efforts with Agent CRM.


INCOME ANALYZER REPORTS
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​Looking for the best index annuity income rider payouts? Provide your clients a projection of the guaranteed payouts from the top annuity income rider payouts in the industry. Always know what product will give your client the highest payout possible. Call us at (888) 908-0447 to get a sample report put together for your client or click below to schedule a time with your WIN Consultant to discuss the details!

INDEXALZYER REPORTS
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Looking for the best index accumulation comparisons? Provide your clients custom report showing which carriers have the best accumulated yields historically going back the 10 most recent years! Always know what product will give your client the potential for the highest growth possible without risk. Call us at (888) 908-0447 to get a sample report put together for your client or click below to schedule a time with your WIN Consultant to discuss the details!

ANNUITY & RETIREMENT PLANNING SOFTWARE
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Learn how to add client profiles, illustrate your annuity & financial recommendations, and MORE!
  • ALL-IN-ONE Report can display the effects of social security withdrawal date, annuity income payouts, expenses and more!
  • Built-in client interface to plug in their financials and is updated to their file in real-time. 
  • Training & Support included.
  • 14-day free trial to test it out
  • Partnered WIN producers get a 75% discount off retail monthly price. 
  • Find out how you can get the remaining 30% reimbursed on your next piece of business!
SCHEDULE A TOUR!
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 BRETT RILEY
SENIOR VP | MARKETING & SALES
CONNECT WITH BRETT
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RICKY VILLA
​SENIOR VP | MARKETING & SALES
connect with ricky
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All rights reserved by Dizon Enterprises LLC dba WIN Group © 2012-2023
Toll-Free: (888) 908-0447  Fax: (888) 316-5872
Hours: Monday - Friday 8:00am - 4:30pm Pacific Time
Address: 4031 Aurora Ave North Suite 100 Seattle, WA 98103


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 >
      • FOUNDER & PRESIDENT
      • BRETT RILEY - SENIOR VICE PRESIDENT
      • RICKY VILLA - SENIOR VP | MARKETING & SALES
    • WHY WIN GROUP
    • REWARDS >
      • 2023 PRODUCTION QUALIFIER TRIPS
      • 2022 REWARD TRIP AT THE GREENBRIER
    • CODE & PRINCIPLES
    • INSURANCE CARRIERS
  • Business Solutions
    • WEBINAR SPOTLIGHT SERIES >
      • ANNUITY PORTFOLIO UPDATE!
      • FIA BONUS + DEATH BENEFIT
      • LTC HYBRID SOLUTIONS
      • NEW 2023 BONUS INDEX ANNUITY
      • GROWTH COMMANDER INDEX ANNUITY (PROPRIETARY)
    • Marketing Systems
    • Client Tools & Software
    • Mentorship & Coaching
    • Branding and Media
  • CONNECT WITH US
  • MILLIONAIRE MINDSET VAULT