WINpact! Plan Questionnaire

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FAST TRACK plan

Complete the FREE WINpact Fast Track Plan Questionnaire to get the most of WIN Group's branding, lead programs, and expert tools.

Welcome to the WIN Group! To help you maximize all the benefits, tools and resources we offer, we put our ‘Success Breeds Success’ motto to work on paper by creating the WINpact Partnership Plan. The WINpact! formula to maximum success in your retirement planning practice consists of three main categories we call the B.L.T.

Branding
Lead Generation
Tactical Tools, Training and Team Support

By completing the WINpact Fast Track Questionnaire below, one of our WIN Group marketing consultants will work one-on-one with you to identify the areas of your business we can help optimize. Identify the items that are most important to you by checking them off on the form below. We look forward to connecting with you!

Once you complete this form, get automatically enrolled to potentially receive free Quest Annuity Leads and have your production count toward a trip qualifier to win a Alaskan vacation cruise in 2021!

Your Details

* Indicates required field

First Name *

Last Name *

Email *

Resident State *

Phone *

How did you get here? *

Branding

Your brand is more than your logo, name or slogan — it’s the entire experience your prospects and customers have with your company, product or service.
Your brand defines what you stand for, a promise you make, and the personality you convey. And while it includes your logo, color palette and slogan, those are only creative elements that convey your brand. Instead, your brand lives in every day-to-day interaction you have with your market. Check off the branding tools below that you would like to get more details on!

Basic Branding

Basic Branding: (Check off all that apply) *

Company Logo Creation Company Website Creation or Update Annuity Educational Website Creation Company Bio Sheet Handouts Social Media Marketing & Makeover Services Video Production (Company Promo, Personal Intro Shorts, Appointment Confirmations) I'm not interested in any of the above branding tools

Advanced Branding

Advanced Branding: (Check off all that apply) *

Write Your Own Retirement Planning Book (Ghost-writing Service) Digital News Exposure, Mentions in Mainstream Media Outlets (Online News Resources like FOX, CNN, NewsMax, WallStreetJournal, etc) Interview with local TV and radio outlets I'm not interested in any of the above branding tools

Lead Generation

Regardless of how long you’ve been in the business, one quick way to accelerate your revenue is working with people that have expressed a direct interest in a product or service you offer. Effective annuity lead generation creates a common bridge between you and the prospect that sets up the first interaction as warm call. The question is; what bridge do you want to create between you and the prospect? That depends on your budget, time you have to invest working new leads, and your income goals. The following programs have been proven to generate the highest quality lead opportunities to get the conversation going for a first appointment a lot easier. Check off the ones you have an interest in for your local market!

Retirement Shield System

Retirement Shield System: (Choose off all that apply) *

Social Media/Direct Mail Campaigns that produce 30 to 100 lead opportunities monthly FREE Access to Comprehensive Agent Only Training Website FREE Personal Mentor Program FREE Weekly Coaching & Training Calls FREE VIP Live Training in Seattle, WA FREE personalized website & handout materials I'm not interested in the Retirement Shield System

Quest Annuity Leads

Quest Annuity Leads: (Choose off all that apply) *

Digital Marketing Campaigns Target Annuity Buyers on Google, Bing, Yahoo Turn-key Sales Presentation Tools, Sales Process & Scripts Immediate Annuity Case Opportunities Monthly Coaching & Training Calls I'm not interested in the Retirement Shield System

Safe Money & Income Radio Program

Safe Money & Income Radio Program: (Check off all that apply) *

Host your own retirement radio show Pre-recorded segments done from your home Have your show aired in different cities Work 5 to 10 in-bound leads weekly I'm not interested in the Safe Money & Income Radio Program

Auto-Drip Email Marketing

Auto-Drip Email Marketing: (Check off all that apply) *

I want to stay in front my book of prospects/clients monthly Weekly call-to-action educational brochures and videos

Tactical Tools

WIN Group offers a plethora of tools to help position you as an expert with annuities and retirement income planning. Many of the tools and resources mentioned below are accessible through our WIN VIP Resource Center. Check off the ones that you would like to utilize more in your sales process!

Educational & Sales

EDUCATIONAL & SALES: (Check off all that apply) *

Income Analyzer Report (Income Rider Comparison) Market Impact Comparison Reports Social Security Income Reports Retirement Analyzer Software (Planning Software) Client Credibility Kit (Back Office Handout, AM Best Rating Chart, How Safe are Insurance Companies Handout, Fact Find Sheet) Index Annuity Wealth Protection Kit (Custom Presentation Slides, Custom Educational Brochures & Handouts, Custom Educational Videos) I'm not interested in any of the above sales tools

Training and Expert Resources

TRAINING & EXPERTS: (Check off all that apply) *

Sales Training Kit (Asking the Right Questions, Phone Appointment Script, Top Producer Sales Process, Power Position Your Agency Book) New Business Application Processing Annuity Case Design Consultant Life Case Design Consultant Social Security Expert Tax Expert Mainstream Media Consultant Book Publishing Consultant Video Marketing Consultant I'm not interested in any of the above training/expert resource tools

Perfect! We are almost done. Answer the following questions so we can complement the WINpact Fast Track Plan with your personal production goals!

Goals

WHAT KIND OF ANNUITY SALES DID YOU PRODUCE IN THE LAST 12 MONTHS? *

I WOULD LIKE TO INCREASE MY ANNUITY PRODUCTION BY: *

WHAT KIND OF SINGLE PREMIUM LIFE PRODUCTION DID YOU PRODUCE IN THE LAST 12 MONTHS? *

I WOULD LIKE TO INCREASE MY SINGLE PREMIUM LIFE PRODUCTION BY: *

WHAT IS YOUR #1 FOCUS FOR YOUR PRACTICE THIS YEAR GOING INTO 2020? WHAT'S MOST IMPORTANT TO YOU? *

MY BUDGET SET ASIDE MONTHLY FOR MARKETING IS: *

I'm Interested in the Following: *

Brand Strategy Consultation Lead Generation Consultation Tools and Training Consultation Annuity Case Consultation Life Case Consultation

Submit

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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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