Website Creative Order Form

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WEBSITE CReATIVE Order FORM

At the WIN Group, it's important to us to make sure your online presence gives you the credibility you need to earn your client's trust. It starts with our creative marketing team who will help build a credibility website to promote your brand or your affiliation with one of our core marketing systems like Retirement Shield System or Federal Employee Marketing System.

Click Here For Example Website

Complete the form below and one of our advisor consultants will be in touch within 48 hours! Delivery of finalized website may take up to 3 weeks. Below are the sections that will populate your website. Additional changes maybe made after the website is complete.

* Indicates required field

Person Submitting This Form *

First

Last

Contact Number *

Contact Email *

Domain, Logo, Headshot, Header Graphic

If you own an active domain you wish to transfer for your Creative Services advisor website, please enter it below or type NONE: *

If you need Aegis Creative Services to purchase a domain for your advisor website, please type your preferred website names below: *

Based on availability. If .com domain is not available, then secondary domain would be .net.

If you have a company logo, upload your logo below *

Max file size: 20MB

*High-quality digital image file only (JPEG, PNG, or Adobe Photoshop/Illustrator). No editing/touch-ups will be done by First Annuity Creative Services, except for resizing/cropping image for website layout.

If you have a professional headshot, upload your high-resolution photo below *

Max file size: 20MB

For the main header section, I would like the following media background *

SECTION 1: CALL-TO-ACTION

I want the following Call-To-Action Menu Title: *

Retirement Analysis Report Retirement Shield Book Federal Benefit Analysis Report

OPTION #1 RETIREMENT ANALYSIS REPORT
If you are NOT active in any of our affiliated marketing systems below, check off the items below!

Checkmark to add the Retirement Analysis Report Call-To-Action message. (This will add a Retirement Analyzer image referencing an example report) *

"One of the advantages of working with _______________________(name of your company), is our team will put together a custom built benefits analysis report tailored to your income needs. This report will help uncover any hidden financials pitfalls that could stress your retirement assets. Complete the form below to get details and someone will reach out to you within 24 hours!"

OPTION #2 RETIREMENT SHIELD SYSTEM
If you are a Retirement Shield enrolled producer, check off the items below!

Are you enrolled in the Retirement Shield System? *

Yes, please add the Retirement Shield platform brands to the website.

If yes, which Retirement Shield platforms are you active on? *

Radio & Podcast (Add RS Radio Logo) Webinars (Add RS Webinars Logo) Seminars (Add RS Seminars Logo)

Have you co-branded or co-authored the Retirement Shield Book? *

Yes! Please add a digital photo of the book, including the media credentials No, but I would like more information about book

Please upload digital book cover graphic of your customized Retirement Shield Book. *

Max file size: 20MB

Call-To-Action Request Form Message: The message will be displayed above the form that will be completed by the clients you're pointing to this website.

Checkmark the Retirement Shield Call-To-Action form message below If you have CO-BRANDED the Retirement Shield Book: *

Complete the form today to get a paperback copy of our #1 Amazon Best Selling Book, The Retirement Shield.

Checkmark the Retirement Shield Call-To-Action form message below If you have CO-AUTHORED the Retirement Shield Book: *

Complete the form today to get a paperback copy of our #1 Amazon Best Selling Book, ___________________.

If you are a co-author, type in the title of your book below *

OPTION #3 FEDERAL EMPLOYEE MARKETING SYSTEM
If you are a Federal Employee Marketing enrolled producer, check off the items below!

Are you enrolled in the Federal Employee Marketing System? *

Yes, please add the Federal Employee Benefit Planners logo to the site

Call-To-Action Request Form Message

Please checkmark to add the following Federal Employee Benefit Planners Call-To-Action message. (This will add a Retirement Analyzer image referencing an example report) *

One of the advantages of working with a Federal Employee Benefit Planner, is we will put together a custom built benefits analysis report tailored to you specifically. This report will ensure you're getting the most out of your benefits! Complete the form below to get details and someone will reach out to you within 24 hours.

SECTION 2: ABOUT US

We will feature the copy you provide us for your advisor profile and company info (team/staff are not separately featured). Upload and complete as much details as you can.

ABOUT US WORD/PDF UPLOAD: *

Max file size: 20MB

We require this copy from you in an editable text format. Example: Our Creative Services Team will not type or re-type content

If your profile information is available on another website, please indicate the domain here. Type 'NONE' if that applies. *

If applicable, attach professional credential logo file/image here. *

Max file size: 20MB

if you have additional logos to submit, email Madelyn Price, madelyn@aegisfinancial.com

Image Upload #2 for About Us Section *

Max file size: 20MB

Image Upload #3 for About Us Section *

Max file size: 20MB

PROFESSIONAL ADVISOR PHOTO UPLOAD *

Max file size: 20MB

High-quality digital image file only (JPEG, PNG, or Adobe Photoshop/Illustrator). No editing/background touch-ups will be done by First Annuity Creative Services, except for resizing/cropping images for website layout

Do you have any professional credentials you would like added to your About Us section? Provide us with specific memberships/associations. Type, 'NONE' if that applies. *

Additional Comments for About Us Section *

SECTION 3: OUR SERVICES

For the Financial Services section of the site, we feature stock content for 4 categories. You are encouraged to provide us with additional/other core-services copy in an editable text format (Example: MS Word/PDF. NOTE: Creative Services will not re-type your content.

Default Services: Check Off All That Apply Below:

If your 'SERVICES information is available on another website, please indicate the domain here. Type 'NONE' if that applies. *

Asset Protection

Check Below to add the 'Asset Protection' service & description *

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk. We specialize in helping retirees protect their retirement assets while continuing to move forward.

Extended Care Solutions

Check Below to add the 'Extended Care Solutions' service & description *

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy. The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Check Below to add the 'Retirement Income' service & description *

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income. We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

Family Legacy Planning

Check Below to add the 'Family Legacy Planning' service & description *

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED! We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Additional Info & Comments for 'Our Services' section *

SECTION 4: SCHEDULE A CALL

Complete the items below that you want listed in the contact section.

Your Professional Title *

For Example: Retirement Consultant, Retirement Planner, Retirement Income Consultant, Etc.

Business Number *

Please provide the phone number you want to receive office calls and that will be publicly listed at the top of your website as a company contact

Mobile Number *

Business Email *

Please provide the email you want to receive web form submissions and that will be publicly listed at the top of your website as a company contact

Business Address *

Line 1

Line 2

City

State

Zip Code

Country

Schedule a Call Message

***Checkmark the box below to have the following paragraph added to the page. *

If you're concerned about your retirement and want more details on how a Retirement Analysis Review can help your hard earned money, complete the form below. We will follow-up to schedule a free consultation to discuss the next steps.

***If you prefer your own custom message for this page, type your message below. keep it at 3 sentences or less. *

Additional Items You Want On This Page: *

My Headshot Team Photo Company Logo

If you would like us to include links to your Facebook or LinkedIn social media profiles, please provide the URLs below. *

Additional Images or Photos

Please upload additional photos you would like to be considered for your website

Image Upload #1 File *

Max file size: 20MB

Image Upload #2 File *

Max file size: 20MB

Image Upload #3 File *

Max file size: 20MB

Who is your WIN Group Marketing Consultant? *

After you submit the form, you will be contacted shortly by our Aegis Creative Marketing team for further instructions and a timeline for completion. If you have any questions, contact us at (888) 244-5764 ext. 200

Submit

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Toll-Free: (888) 908-0447 Fax: (888) 316-5872
Hours: Monday - Friday 8:00am - 4:00pm 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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