BUILD A RETIREMENT PLANNING BUSINESS
YOU CAN RELY ON

Your next step on the path to creating a sustainable, growth-centric, annuity-based business.

If being an agent feels harder than ever — you’re not alone.

Whether you’re just starting out or you’ve been writing annuities for years, there’s no question: today’s market is more complex, more regulated, and more emotionally demanding than ever.

New agents are facing steep regulations, compliance risks, and clients who are financially stressed and skeptical.
Experienced agents are juggling shrinking carrier support, tighter rules, and a market where loyalty is fading fast.
Marketing feels like a full-time job, where you have to build funnels, run ads, and film videos, all while trying to actually serve clients.

And most FMOs don’t make it easier. They hand you a stock strategy and call it support.
We’re here to tell you — you deserve better.

At Aegis, you’re not just in business. You’re in good company.

We believe building a successful practice takes more than sales scripts and product sheets. It takes trust, support, and a team that sees you as more than an agent — but as a person with a vision for what your business could be.

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Your new marketing ecosystem

If there were a magic pill for overnight growth, we’d hand it to you. But there isn’t. What we CAN give you is something better: a strategic plan tailored to your business, your clients, and your goals — so you know exactly what to focus on (and what to ignore).

<h3 class="fw-bold mt-3">Aegis <span class="text-primary">Foundations</span></h3>

Aegis Foundations

1-page base website

Marketing tech stack setup

Google Business Profile

Social profile optimization and setup

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<h3 class="fw-bold mt-3">Aegis <span class="text-primary">Accelerated</span></h3>

Aegis Accelerated

Personalized brochure

Snappy Kraken

Branded Retirement Confidential book

Pinecone System

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<h3 class="fw-bold mt-3">Aegis <span class="text-primary">Growth</span></h3>

Aegis Growth

Aegis Digital – Campaigns, social, and digital marketing support

Aegis Radio – Generate high-intent leads with radio

Aegis Care – An annuity-based approach to long-term care

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MORE THAN SALES

The edge most agents never get

Our ongoing training keeps you sharp, adaptable, and ahead of all the competitors who are still out there winging it.

Monthly Trainings

Join us for an exclusive monthly business development forum — an interactive session with experts who specialize in every aspect of growing a business.

Heather Schreiber

Turn complex retirement and tax strategies into clear, actionable insights with help from this nationally recognized annuity educator and speaker.

The American College of Financial Services

Get recertified or maintain your professional designations, like your CFP, ChFC, RICP, and CLU, with continuing education.

PACK YOUR BAGS

Join us on any of our Master’s Series trips

Your experience matters to us — which is why we sometimes throw in a beach, a European river cruise, or the opportunity to hang with Peyton Manning into the mix.

“Aegis Financial is an excellent resource for anyone seeking annuity and life insurance solutions designed for retirement planning. I’ve had the pleasure of working with Aegis, and it’s been absolutely stellar. Their service is top-notch, their expertise in annuity products is unmatched, and they truly understand how to help build businesses. If you’re looking for a partner with a genuine vested interest in your success — whether in retirement or as a business owner — Aegis is it!”

— PD SEATTLE, WA

“Awesome IMO family. They have been an excellent marketing partner with personal service. I have been working with them for over 10 years now. If you want to grow your practice, this is the place to call.”

— TM ORLANDO, FL

“I’ve worked with several FMOs over the years and always left feeling like they cared more about my production than my business. Aegis completely changed that. For the first time since entering the industry, I feel valued, supported, and genuinely understood — and my business is thriving because of it.”

— RA PITTSBURG, PA

“I used to feel completely buried trying to market my annuity business. There was always more to learn, more to do, and never enough time to do it all. Aegis helped me focus on what actually works for me — the activities that fit my strengths and time. Now, my marketing feels manageable, and my business is more profitable than ever.”

— PG ST LOUIS, MO