WIN Private Wealth

WIN Private Wealth We exist to help you turn income into wealth. Uncertainty into strategy. Pressure into a plan that protects what you've earned and builds the life you want next.

We strongly believe the WINs will come. In considering any career change, many questions may arise, such as: What will be my responsibilities? How will I be trained? How will I be compensated? The answers to these questions depend on many factors. When you sell insurance or financial services, you're not merely selling products, you're developing relationships. Your relationship with your customers, as well as the trust they place both in you and in the products you offer, are critical components to your ultimate success. You'll also make a vital contribution to your community, and when you see the difference that can make, it's more fulfilling than you might imagine. Agents with the Stockton General office provide very intimate services in the insurance and financial services marketplace. They meet with and know their clients on a personal level. The responsibilities of an agent include: contacting new people, meeting with them and fact-finding to gather necessary information regarding their present situation, providing analysis of situations and, ultimately, presenting solutions that help meet objectives. For more information on the New York Life Sales Agent career, visit our Web site: http://newyorklife.com/careers

New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

One year of WIN 🏆The mission was simple… show up, do great work, care deeply about every client, and help them get where...
10/01/2026

One year of WIN 🏆

The mission was simple… show up, do great work, care deeply about every client, and help them get where they want to go.

To every client who trusted us early, every partner who opened a door, every friend who prayed for us, called to check in, reposted our content, or simply cheered from the sidelines… Thank you. You built year one with us.

We’re just getting started. Here’s to year two!

09/30/2026

If your job, your sport, or your business disappeared tomorrow, would you still know who you are?

Kenneth Scott went through that transition himself, and now he helps others answer it before it’s too late.

Check on the full episode!

09/29/2026

Plant the seed. Don’t worry about the tree. 🌱

Kenneth Scott, Former Utah Utes legend, on why his purpose isn’t about controlling the outcome. It’s about stewarding the gift his experiences gave him and trusting it to reach whoever it’s meant to reach.

Full episode of Own Your Revenue drops this week!

09/11/2026

Spending $1 to “save” 30 cents isn’t a WIN.

Tax deductions reduce taxable income.
Tax credits reduce your bill dollar-for-dollar.

Most people mix these up and it costs them.
The real question before any tax move: would you do this anyway if there were no tax benefit?

If the answer’s no, it’s not a strategy, it’s a trap.
Questions? Send us a message.

09/02/2026

Entrepreneurs aren’t bigger risk takers. They’re better at reducing risk before they ever leap.

This week I’m going solo, breaking down some common threads I keep hearing across every conversation on this show.

Full episode tomorrow!

08/31/2026

Your income is your biggest asset. Are you actually protecting it?

Most people think disability insurance is about permanent disability. It’s really about protecting your paycheck.

In this video I break down the 4 things to check on any policy: definition of disability, elimination period, benefit period, and benefit amount.

We don’t sell insurance, we’re fee-only fiduciaries. But we review these policies for our clients because getting this wrong is a risk we don’t want anyone taking. If you’re a specialist and don’t have this in place, let’s talk.

08/15/2026

3 questions from my Q&A, answered:

1. Real estate or stocks? Depends on your situation. Stocks give you liquidity and low barrier to entry. Real estate gives you leverage and tax benefits, but ties up capital and time.

2. When should you hire a financial advisor? No magic age. It comes down to complexity. When the questions get bigger than you or start eating your time, that’s your sign.

3. How do you build wealth on a tight budget? Create an order of operations for your money: employer match first, small cash buffer second, automate your investing third, then attack high interest debt.

Simple isn’t always easy, but it works.

08/12/2026

What are your thoughts on a permanent policy? Client asked yesterday as we finished up a quarterly review.

Whole life, IUL, doesn’t matter, my answer’s the same.
For 90% of people, permanent insurance doesn’t make sense.

Here’s why. It bundles three things: insurance, tax free growth, and accumulation. You can buy all three separately for a fraction of the cost with better performance. Term for the insurance, a Roth for the tax free growth, and the market for accumulation, which outperforms an insurance policy over time, it’s not close.

The only real exceptions: business owners looking for a tax shelter, and estate planning late in life.

For everyone else, you’re paying a premium for convenience you don’t need.

08/06/2026

Control is an illusion. The best athletes and entrepreneurs know it.

This week on Own Your Revenue, I sat down with Jeanene Gray(Jeanene Gray M.Ed, M.S. | Athlete Mental Performance), mental performance coach and former D1 volleyball player who spent almost 15 years inside University of Oregon athletics before building her own practice, Gray Peak Performance.

We got into the reframe she teaches every athlete she works with: swap “what if” for “even if” and watch your brain find a way out. We talked about the difference between pressure that fuels you and pressure that breaks you. Why chasing control challenges your sense of purpose. What happens to your identity when the thing you built your life around ends. And why high performers treat everyone around them better than they treat themselves.

If you’ve ever felt stuck against a wall with no way through, this one gives you the tools to look sideways.

New episode of Own Your Revenue is live. Link in bio.

08/05/2026

“What if” keeps you stuck. “Even if” sets you free.

Jeanene Gray (Jeanene Gray M.Ed, M.S. | Athlete Mental Performance) breaks down the one-word reframe that gets athletes out of spiral thinking. How replacing “even” with “what”, can be such a powerful transformation.

New episode of Own Your Revenue drops tomorrow!

Address

Elk Grove, CA

Alerts

Be the first to know and let us send you an email when WIN Private Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to WIN Private Wealth:

Shortcuts

Share