Complete the WINpact Fast Track Checklist & Questionnaire to get the most out 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.
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  • Branding
  • ​Lead Generation
  • Tactical Tools, Training and Team Support
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​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! ​

    Your Details

    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

    Advanced Branding

    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

    Quest Annuity Leads

    Federal Employee Marketing System

    Marketing 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

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

    Business & Production Goals