As a partnered advisor with the WIN Group, gain exclusive access to our VIP Roundtable of calculators, sales tools and best practices that are used by our top producers across the country. Get sneak peak below!
Gain instant access financial tools that allow you to run the following calculations: Social security benefits, retirement planning, ROTH vs. 401k, 72t payouts, RMD payouts, college planning, budget planning, life insurance estimator, and MORE!
FREE access to our exclusive, Income Analyzer Report that compares up to 16 different annuity income rider payouts and projects their payments out up to 20 years.
Access, RetirementAnalyzer.com, normally $840 annually, get it for FREE! Allows you to create comprehensive risk-analysis reports and aids the conversation around your annuity and life recommendations.
Gain instant access to exclusive presentation tools that explain the benefits of the annuity and life products you're looking to offer as a solution.
Explainer videos that can be customized with your company details. These provide excellent visual and audio explanations of how annuities work.
Gain instant access to our FORMS STORE which allows you to download all the most up-to-date marketing and new business forms in realtime.
DOL Preparation KIT which includes the instructions and compliant forms required by the DOL.
Best practice sales scripts, sales processes, Q&A and first impressions gathered together by the top annuity and life producers across the nation
Recorded interviews with top producers and consultants that discuss how to get the most out of your lead marketing programs