2019

  • Establishment of the second Win Advisors Bursary under NUS Faculty of Arts and Social Sciences
  • Launch WE by Win Advisors, Identity Office of Win Advisors
  • Win Advisors renamed as Win Financial Group

2017

  • Start of Win Advisors Roadshow Series
  • Implementation of CRM System
  • Introduction of Case Competition under VEIN Programme
  • Start of Producers League Program for Aspiring Convention Qualifiers

2018

  • Start of Dream Projects
  • Started In-house Roadshow Champion Course

2015

  • Launch of Win Advisors LinkedIn social media page
  • Introduction of Corporate Solutions Into Eagles
  • Establishment of the first Win Advisors Bursary under the NUS Business School

2016

  • Official Medal Sponsor of Bizad Charity Run 2016
  • Established Win Advisors Scholarship in NUS Business School
  • Start of Mega Growth Agency Collaboration amongst Leaders

2013

  • Conversion of 20-point System from Manual to Online
  • Launch of Win Advisors YouTube Channel
  • Usage of shared storage to facilitate file sharing amongst Team Members

2014

  • Adoption of shared calendar as platform for FSCs’ activities coaching
  • Launch of Win Advisors Twitter and Instagram social media accounts

2011

  • Launch of Eagles Lead Generation Activities
  • Launch of New Advisors’ Orientation Program
  • Launch of Win Advisors Facebook Fan Page
  • Start of Annual Family First! Movie Event

2012

  • Launch of structured 8-Week MAP Training for all new Consultants
  • Launch of Varsity Entrepreneur Internship (VEIN) Programme

2009

  • Launch of Credit System to ease collections from FSCs

2010

  • Launch of Win Advisors’ Handbook – Advisor Success
2007

  • SP-Win rebranded as Win Advisors
  • Launch of Win Advisors’ Logo,
  • Letterhead and Season’s Greetings Card
  • Launch of Win Advisors’ Website
  • SP-Win assumes new Corporate Identity – Win Advisors Group

2008

  • Introduction of “Cash Flow Game” into Winning Formula
  • Win Advisors’ first Charity Outreach “Care & Share” Day

2005

  • Introduction of Star Club Recognition for Million Dollar Club Achievers and above

2006

  • First Star Club Dinner at Caribbean @ Keppel Bay
  • Introduction of Project Interdependence
  • Launch of Client Newsletter, The Winning Edge
2003

  • Introduction of Journal Team
  • Introduction of Activity Management through the 20-Point Card
  • Agency promoted to District

2004

  • First Star Club Dinner at Caribbean @ Keppel Bay
  • Introduction of Project Interdependence
  • Launch of Client Newsletter, The Winning Edge
  • Birth of Vision Statement
  • Introduction of Sales Builder Study Group

2001

  • SP-Win was founded

2002

  • Start of Winning Formula Pre-Contract Training Programme for Potential Advisors