2018 Enrollment happening now

Free Registration

The Maximize Retirement System is a new and innovative approach to generating annuity leads by targeting retirement-age prospects through a combination of advanced direct mail, digital banner ads, and Facebook marketing. Tap into a whole new market of baby-boomers that are NOT checking their mailbox like they used to. This system allows advisors to have a direct conversation about annuities, create more preset annuity appointments and ultimately, more annuity sales! Where most annuity lead programs focus on social security planning, college planning, or tax-planning, the Maximize Retirement System is built to create a direct conversation around retirement income planning and annuities using our unique workbook-style presentation approach.

Target Retirement-age Prospects

Free Risk-analysis Software

Free Marketing Website

Free Workshop Materials

Free First Appointment Kit

inquire about our direct approach proven to generate 50+ annuity leads monthly

Watch the introduction training our direct approach today!

Phil Dizon: WIN Group Founder & Sr. Advisor Consultant

Join Phil Dizon, Founder and Sr. Advisor Consultant with WIN Group for 30 minutes to review the problems with lead generation today and you can gain more credibility and trust with the annuity-focused lead generation and branding program, Maximize Retirement System!

TOPICS TO BE COVERED:

• HOW TO GAIN INSTANT CREDIBILITY WITH A BOOK
• A SURE-FIRE WAY TO SET MORE APPOINTMENTS
• HOW THE RIGHT SOFTWARE PROGRAM CAN HELP CLOSE THE ANNUITY SALE FOR YOU
• HOW TO HAVE A DIRECT AND UPFRONT CONVERSATION AROUND ANNUITIES

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​Why this annuity-focused lead generation and branding system may be for you: 

• You want a proven and field-tested sales approach that  has helped top advisors move $25 million in assets annually
• You want a simple and direct annuity sales approach that will create MORE preset annuity appointments and MORE annuity sales​
• Interested in separating yourself from the competition with an exclusive territory and co-branding book opportunity
• You are looking for TURN-KEY annuity sales approach that provides FREE ACCESS to all the training videos, presentation tools, sales scripts and personalized coaching, saving yourself THOUSANDS vs. other programs

Work with retirement-age
​prospects with assets

Training and personalized coaching included

Be the Maximize Retirement
​Advisor for your market!

Program coach moves $25 million in assets annually

Interview with Shon Peil, Maximize Retirement System coach, discusses the following subjects on the system:
​

• The Maximize Retirement System story
• ​Client profile of those responding to the campaign
• Results that matter, what kind of annuity sales opportunities to expect

Shon Peil - Program Coach

Gain Access Now!

Complete the quick form below to gain access to our Maximize Retirement System sales approach and materials today!

Step 1: Submit Your Details for Your Market
Fill out our online form and tell us who you are and where you want to do business.

Step 2: Learn About Our Program
 An advisor consultant from WIN Group's office based out of Seattle, WA will call you to discuss the program, your territories, your budget, preferred payment method and answer any questions you may have.

Step 3: Get Enrolled 
Once you are officially enrolled with the WIN Group, the next step will be to lock in the market you're interested in working. As a Maximize Retirement Advisor, you'll have an opportunity to build even more credibility with your name on the Maximize Retirement book for distribution.
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Step 4: Access to FREE Exclusive Sales Tools, Scripts and Coaching
Now that you know the basics of our program and are ready to receive leads, we will give you access to some of the best tools to turn your leads into sales! You'll also get two coaching calls with Shon Peil, who will offer his personal insight and best practices to get the most out of the system!