Our RIA Solution....
AEGIS WEALTH MANAGEMENT
AEGIS WEALTH MANAGEMENT
If you're an IAR or interested in acquiring your Series 65, you'll want to consider
partnering with a unique RIA with an annuity-centered investment platform.
partnering with a unique RIA with an annuity-centered investment platform.
Watch Our On-Demand Webinar and Gain Access To 401(k)s Now...
If you're an investment advisor, did you know you could be assisting clients by managing their 401(k)s and earning a fee for it! ...and most participants (and advisors) have no idea this is even an option!
Learn about our exclusive 401(k) Optimizer® Program and how we'll provide you with the knowledge and system to expand your business to include 401(k) money management. We'll even give you the companies in your area that participate!
Our platform enables you to drastically increase your indexed annuity business and add money management all at the same time!
Even if you're not yet an investment advisor, if you're looking to increase your indexed annuity business, you'll want to watch the webinar for more details!
If you're an investment advisor, did you know you could be assisting clients by managing their 401(k)s and earning a fee for it! ...and most participants (and advisors) have no idea this is even an option!
Learn about our exclusive 401(k) Optimizer® Program and how we'll provide you with the knowledge and system to expand your business to include 401(k) money management. We'll even give you the companies in your area that participate!
Our platform enables you to drastically increase your indexed annuity business and add money management all at the same time!
Even if you're not yet an investment advisor, if you're looking to increase your indexed annuity business, you'll want to watch the webinar for more details!
- See a LIVE demonstration of our new, innovative Wealth Management platform - Create more efficiencies in your practice!
- If you offer indexed annuities, you'll be amazed to see how we integrate them directly into the Investment Proposal - Create a seamless, overall plan and capture more business!
- Outside account aggregation into our the platform - You and your client can see all their accounts in one place through our Client Portal
- Complete support to handle all your trading and rebalancing
- And much more!
Visit us at aegiswealthmanagement.com,
Or call Rick Rumelhart, Managing Director, 833.483.8383.
Or call Rick Rumelhart, Managing Director, 833.483.8383.