LIMITED ENROLLMENT TO 20 ADVISORS
​EACH MONTH NATIONWIDE

​​First 50 advisors that submit their details will gain access to FREE ‘RETIREMENT SHORTFALL MARKETING KIT’ that you can use NOW to get back in front of your clients:

• Simple client-friendly online calculator
• Estimates their potential, ‘Shortfall’ in retirement savings
• Email templates, phone scripts and more!

​DON'T FORGET TO CHECK OFF THAT YOU WANT FREE ACCESS TO ALL THE TOOLS, SCRIPTS, TRAINING ​AND STEPS TO PRODUCE AUTOMATED ENGAGEMENT LEADS AND APPOINTMETNS WITHIN A WEEK!

OUR VIRTUAL PROCESS TO MORE SALES

​STEP 1:

​Become a Retirement Shield Expert & Educator for your market. Be a part of a national brand that educates, builds trust & helps you gain instant credibility.

​STEP 2:

Campaigns can be launched in less than 2 days. Facebook ads geo target baby boomers by age & zip code over a five to six-day period.

​STEP 3:

Retirement Shield Webinars are automated where YOU PRESENT or the class is PRESENTED FOR YOU by the program's national educator, Shon Peil.

CLICK THE SLIDE BELOW FOR MORE DETAILS AND A SNEAK PEAK AT WHAT THE WEBINAR PRESENTATIONS LOOK AND SOUND LIKE!

​STEP 4:

Convert your registration leads and attendees into ‘Discovery Call Appointments’ straight to your online calendar!

​STEP 5:

Follow our virtual appointment best practices that will teach you our THREE-CALL sales process to getting th sale.

​STEP 6:

Move more assets by creating a PLAN that address social security, income, taxes, and downside protection!

"Before putting this program into practice, we had seen and tried every type of sales and lead system available for producers. What separates this from the pack is the detail put into presenting a clear and transparent sales process, the tools that build credibility, and the LIVE coaching and training to ensure your success...all provided at NO COST before you invest a dime into any marketing.  

The Facebook ads, the confirmation page, and the co-authored book that you hand out to your prospects all play a part in positioning you as an expert in the field of protecting wealth and income in retirement. 

​If you're serious about growing your annuity practice, complete the form below, and learn how you can get an inside look at how the program is done LIVE with real baby boomers in a virtual and in-person classroom. No other training platform sets you up for success in this way! "

Phil, Founder and Program Director - Washington

Kriss - California

" 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. "

George - Pennsylvania

" 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!"

Sal - New Jersey

"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!"