AUTOMATE YOUR PRESET APPOINTMENT PROCESS
Retirement Shield Automated is an education-based approach to connecting with 55+ year old prospects through a turn-key digital process to generate preset appointments! Utilizing our proprietary digital marketing strategy, it's now easier than ever to produce 100+ household leads each month through Facebook. Even more important is how we convert your lead opportunities into preset appointments. If you're looking a streamline process to increasing your annuity and AUM production, scroll below to watch our video presentation on Retirement Shield Automated!
CLICK BELOW TO GET AN INSIDE LOOK ON THE AUTOMATED PROCESS!
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COMPLETE THE FORM BELOW TO SCHEDULE A FREE DEMO!
Once you complete the form, you'll be redirected to our thank you page where you can book a time with one of WIN Group consultants who can answer your questions and do a walk-through demo of the system. We look forward to connecting with you.You can also call us at (888) 908-0447.
- FREE customizable presentation slides and script used for online class presentations ($500 Value)
- FREE access to online library of training tools, videos, and best practices ($1000 Value)
- FREE custom built Retirement Shield website ($1000 Value)
- FREE retirement annuity income & growth planning software ($800 Value)
- FREE weekly access to our Roundtable training conference call where we discuss the latest program updates, industry news and share the success stories advisors are having on the program. ($300 Value)
- FREE personalized coaching calls with the founders of the program ($1000 Value)
- FREE Online Calendar & Appointment Setting Software
HEAR FROM OTHER ADVISORS IN THE FIELD
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" We wouldn’t be here taking the time to build the process we have with the training calls, coaching, live training in Seattle if this didn’t work. In 2019, we moved over $25 million. For 2020, we are looking at making it $30 million, possibly even $40 million. But let me tell you, that is not where I was just six years ago when our group was barely moving $2 million a year. This system changed all that.
What is even more amazing is the positive impact we are making with our clients, protecting their hard-earned money, and providing an income plan they did not have before. It has been a game-changer. " Shon, Co-Founder and Program Coach: Washington State |
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" Through this system, I’m getting the big whale clients that I’ve never been in front of before. I’m talking about opportunities to move, $300k, $500k, to $1 million in assets with a single client.
I’ve been with a bunch of FMO’s. The difference-maker working with WIN Group is how they treat you and what they have created with the Retirement Shield; it is phenomenal. The back-team support you get is outstanding. If you have not yet, you have got to come to a live event and see how Shon does it. The system is a blueprint for success! " George - Pennsylvania |
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" Before coming on board, I was always on the hunt for the next best thing for lead activity. The biggest problem I was running into was staying in front of clients with money consistently. The search is over with this system. It’s turn-key, every step is outlined, and the training provides everything you need to know on how to get the prospects in the door through Facebook.
If you have any experience working in the retirement-age market, this is a NO-BRAINER. Ever since working with the guys at WIN Group; Shon, Phil, and Spencer, my business and income has more than quadrupled. We’re pacing $500k to $750k in assets per campaign! If you believe in yourself, do it. You will be successful. " Matt - California |
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" The system that Phil and Shon built is a plug-n-play process. I wish I had this years ago. It is getting my team and me to the appointment a lot faster! The quality of leads is top-notch. The whole workbook idea that you have in your hand will literally guide people into your office. It’s amazing; you’re not going to find anything like this out there. "
Kris - California |
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"We are getting people in the door that have money. The consistency in the opportunities is what makes this work. I’m seeing more clients with money vs. no money. On one client, we were able to move over $2 million in assets. It works!"
Sal - New Jersey |
