Website Creative Order Form

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WEBSITE CReATIVE Order FORM

Click Here to See Example Website

Complete the form below and one of our advisor consultants will be in touch within 48hours! Delivery of finalized website may take up to 3 weeks.

Contact Us Section

* Indicates required field

Name *

First

Last

Your Professional Title *

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

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 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

Business Address *

Line 1

Line 2

City

State

Zip Code

Country

Additional Comments for Contact Us Section: If you would like us to include links to your Facebook or LinkedIn social media profiles, please provide the URLs below. *

Domain, Logo, and Slogans

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 have a company logo, upload your logo to the link 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 do not have a company logo, would you like assistance with creating your brand through Aegis Financial Creative Services? *

Yes, I would like to work with you to design my brand! No thanks. Please use my company name.

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.

Please include the following company slogans or messages *

About Us Section

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 #1 for About Us Section *

Max file size: 20MB

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 *

Our Services Section

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: Pick and check off below

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.

Custom Services: Submit text files if you have another services to advertise

Services Section Text Details *

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

Image Upload #1 for Services Section *

Max file size: 20MB

Image Upload #2 for Services Section *

Max file size: 20MB

Image Upload #3 for Services Section *

Max file size: 20MB

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

Additional Comments for Services Section *

Workshops Section

If you are a Retirement Shield/Claim Shield enrolled producer, check off the items below!

Check below if you are enrolled in Retirement Shield *

Yes, please add the Retirement Shield and Claim Shield brand logos to the site

Default Description

Check below to add the description under Education Events *

We regularly host informative and educational workshops throughout our community about retirement and income solutions. We invite you to learn more at an upcoming event.

Custom Description

Type below your own custom description under the Workshops section *

Additional Images or Photos

Please upload additional photos you would like to be considered for inclusion on your website (family, office, clients, community, activities, etc.)

Image Upload #1 File *

Max file size: 20MB

Image Upload #2 File *

Max file size: 20MB

Image Upload #3 File *

Max file size: 20MB

Image Upload #4 File *

Max file size: 20MB

Which marketing system are you active with at the WIN Group *

Retirement Shield System/Claim Shield Quest Annuity Leads Safe Money Radio Marketing I'm currently not using any marketing systems with WIN Group

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

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Toll-Free: (888) 244-5764 ext. 200 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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