Aegis Financial
  • About
    • Our Story
    • Our Teams
    • Our Carriers
    • Our RIA Solution
    • Team of Experts
    • Contact Us
  • Client Gen
    • Engage LinkedIn Leads
    • In-Person Workshops
    • Digital Marketing
    • Radio Marketing
    • CPA Partners
  • Events
    • APEX Administrative Professionals Expo
    • Radio Opportunity Conference
  • Practice Solutions
    • APEX Administrative Professionals Expo
    • Practice Made Perfect
    • Building Credibility
    • Creative Services
  • Resources
    • Current Carrier Updates
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  • Sales Vault
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    • LIFE Producer Sales Tools
    • Open MIC Archives
    • Webinar Archives
Our RIA Solution....
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.

  • 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!

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!
WATCH ON-DEMAND WEBINAR

Click Here to Schedule a Demo today!
Or call and speak with Rick Rumelhart, Managing Director, 833.483.8383.
Visit us at aegiswealthmanagement.com

For financial professional use only. Not intended for use by the general public. The information provided herein is the exclusive property of Aegis Financial, Inc., and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. All offers, promotions, and programs are conditional and only available to advisors in good standing.
aegis@aegisfinancial.com

​800.579.7923

7105 West 44th Ave
Denver, CO 80033
​USA
  • About
    • Our Story
    • Our Teams
    • Our Carriers
    • Our RIA Solution
    • Team of Experts
    • Contact Us
  • Client Gen
    • Engage LinkedIn Leads
    • In-Person Workshops
    • Digital Marketing
    • Radio Marketing
    • CPA Partners
  • Events
    • APEX Administrative Professionals Expo
    • Radio Opportunity Conference
  • Practice Solutions
    • APEX Administrative Professionals Expo
    • Practice Made Perfect
    • Building Credibility
    • Creative Services
  • Resources
    • Current Carrier Updates
    • Life Quotes & Forms
    • Product Search Engine
    • Software Resources
  • Sales Vault
    • APEX Resources
    • Appointment Resources
    • Producer Sales Tools
    • LIFE Producer Sales Tools
    • Open MIC Archives
    • Webinar Archives
Our RIA Solution....
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.

  • 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!

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!
WATCH ON-DEMAND WEBINAR

Click Here to Schedule a Demo today!
Or call and speak with Rick Rumelhart, Managing Director, 833.483.8383.
Visit us at aegiswealthmanagement.com