Shon Peil, independent insurance professional and national sales trainer, helped create the roadmap to 10x his appointment opportunities and sales through WIN Group's flagship marketing program, RS 360 System. As an exclusive trainer of the WIN Group, he provides coaching and mentorship directly one-on-one and through a weekly roundtable group call, sharing his real-time insights on whats working for him and his team to move nearly $40 million a year in assets all through the RS 360 System. Call us at (888) 908-0447 to learn how you can be part of our exclusive circle of RS 360 club members!
Doug is one of the most respected annuity producers in the entire insurance and financial services industry, having personally written in excess of $1 billion dollars of annuity premium during his storied career. His “Hall of Fame Annuity Training” is well-known throughout the industry. Doug helps participants learn key concepts to strengthen their skills to be able to provide top-of-the-industry service to clients. Regardless of experience level, Doug’s Annuity Training has provided all attendees with an enhanced ability to build their annuity sales practice, and contribute safety and guarantees to the retirement plans of their neighbors in the communities that they serve. Call us at (888) 908-0447 about getting FREE ADMISSION to our next training event with Doug!
Heather’s goal as a consultant and one of WIN Group’s Team of Experts, is to help you build customized solutions for your clients and advanced planning strategies that meet your unique client needs in easy-to-understand and deliverable terms. Heather has a passion for consumer advocacy that is contagious. She has made it her mission to educate financial, legal, and tax professionals, as well as the consumers they serve, so they can more effectively navigate the waters of retirement with confidence. With over 28 years in the financial services industry, Heather believes that education is the key to bringing value to any client relationship that will last. Call us at (888) 908-0447 to get details on how you can
Heather’s Areas of Expertise:
Heather’s Areas of Expertise:
- Social Security Benefits
- Tax mitigation strategies
- Gifting & Wealth Transfer
- Early retirement planning
- Navigating planning through tax reform
- Non-qualified annuities taxation and structure
- The proper use of trusts
- IRS reporting and corrective process
- Beneficiary rules and regulations
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