WIN Group IMO (Wealth Integrity Network Group)
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FAST TRACK CHECKLIST

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.
​
  • 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

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    ​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

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    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

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    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

Submit
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All rights reserved by Dizon Enterprises LLC dba WIN Group © 2012-202o 
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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  • Home
  • CHOOSE TO WIN
    • WHY WIN GROUP
    • ADVISOR CONSULTANTS >
      • PHIL DIZON - FOUNDER & PRESIDENT
      • SPENCER WARD - SR. VICE PRESIDENT
      • BRETT RILEY - REGIONAL VICE PRESIDENT
    • SUPPORT TEAM >
      • ANNUITY SALES TEAM
      • LIFE SALES TEAM
      • MARKETING TEAM
  • AGENT RESOURCES
    • WINPACT FAST TRACK PLAN
    • LEAD GENERATION >
      • RETIREMENT SHIELD SYSTEM >
        • AUTOMATED WEBINARS
        • RADIO & PODCAST SHOW
      • FEDERAL EMPLOYEE MARKETING SYSTEM
      • QUEST ANNUITY LEADS
      • BECOME A RADIO HOST
    • CARRIERS >
      • Accumulation Annuities >
        • Nassau Life: Growth Annuity
    • SALES TOOLS >
      • WEALTH PROTECTION KIT
    • REWARDS >
      • ULTIMATE ALASKAN CRUISE 2021
      • LOS CABOS, MEXICO 2020
  • GET STARTED
    • COMPLETE PARTNERSHIP FORMS
    • CONTACT US
  • VIP ACCESS
    • LOGIN HERE/REGISTER
    • BEST PRACTICES
    • BRAND MARKETING
    • CALCULATORS