OUR SIMPLY PROCESS FOR QUALITY & CONSISTENT LEAD FLOW

STEP 1:
​​GOOGLE SEARCH ADS

A geo targeted and keyword specific digital campaign is launched and cut to the chase with baby-boomers who are specifically looking for an annuity to purchase. The targeted keyword based marketing campaigns targets prospects in a specific city or state, who are searches Google, Yahoo, and Bing for information leading to an annuity purchase. In order to get through step 1 of the qualifying process, the prospect must complete an intensive online application is reviewed through our care team.

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STEP 2:
PREQUALIFIED LEADS

Once the form is completed, an outbound call is made by our care team to each baby-boomer prospect and must be interviewed LIVE over the phone to verify specific details about their assets and interest. Of the thousands of annuity inquire forms that are completed online, only 25% of the leads make it through the pre-qualification process. These are the most HIGHLY qualified annuity leads on the market.
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STEP 3:  CLOSE MORE SALES WITH OUR QUEST PROCESS

If you're serious about making an impact in your annuity practice, complete the form to watch an exclusive interview with a Illinois producer within our network who shares his first-hand experience working the lead program.  Territories are limited so please inquire today! 

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ANNUITY LEAD PROFILE
​AND FREQUENCY

• All leads are sent directly to your inbox and exclusive to one consultant
• Reach prospects who have a genuine interest in protecting their retirement nest egg
• Average Annuity Opportunity $200,000-$250,000 deposit

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FREE TOOLS AND COACHING TO MAXIMIZE YOUR SUCCESS

• Personalized annuity specialist website with a lead form
• Wealth Protection FIA Presentation Kit
• Customized client income annuity reports
• Access to tax, social security and annuity design consultants

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LOCAL AND NATIONAL ANNUITY LEAD OPPORTUNITIES

• Tell us where you want your lead activity to be within a minimum 30-mile radius of coverage
• Areas can sell out quickly because leads are exclusive
• If marketing is unavailable, will be put on a waiting list

READY TO ELEVATE YOUR LEAD OPPORTUNITIES?

Step 1: Submit Your Details Below
Fill out our online form and tell us who you are and where you want to do business.
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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 market, budget 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. 
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Step 4: Access to 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 opportunities into business.