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
    • 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
Surrounding You With Our Team Of Experts....
Aegis Financial supports your business through a team of experts who provide
knowledge and know-how in the areas of 
​your practice that matter most.
​​ Not only does this team serve as an extension of your office, but consultations are
100% complimentary​ to Aegis Financial's contracted producers.

Heather Schreiber, RICP®

SOCIAL SECURITY & TAX EXPERT
Heather’s Areas of Expertise:​
 • Social Security Benefits
​• Tax Distribution Strategies​
• Gifting & Wealth Transfer​ 
• Estate Planning & Trusts
​• Charitable Giving
• Qualified Plans​

Michele Schuh

PRACTICE MADE PERFECT and
Business Development Coach

Michele’s Areas of Expertise:​
  • Office Productivity & Efficiency​
  • Sales & Marketing Strategies​
  • Maximizing First Impressions ​
  • Event Planning Concierge​
  • Staff/Administrative Training​​
  • Client-focused Engagements​​

Bill Broich

INTERNET CREDENTIALS SPECIALIST
Bill’s Areas of Expertise:​
 • Building Internet Reputation
​• Publishing Industry Articles (Invited Author)​
• Press Releases​ 
• Professional Credentials for Agents
​• Online Credibility Strategies
• Drip Marketing (Retire Village)
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
Surrounding You With Our Team Of Experts....
Aegis Financial supports your business through a team of experts who provide
knowledge and know-how in the areas of 
​your practice that matter most.
​​ Not only does this team serve as an extension of your office, but consultations are
100% complimentary​ to Aegis Financial's contracted producers.

Heather Schreiber, RICP®

SOCIAL SECURITY & TAX EXPERT
Heather’s Areas of Expertise:​
 • Social Security Benefits
​• Tax Distribution Strategies​
• Gifting & Wealth Transfer​ 
• Estate Planning & Trusts
​• Charitable Giving
• Qualified Plans​

Michele Schuh

PRACTICE MADE PERFECT and
Business Development Coach

Michele’s Areas of Expertise:​
  • Office Productivity & Efficiency​
  • Sales & Marketing Strategies​
  • Maximizing First Impressions ​
  • Event Planning Concierge​
  • Staff/Administrative Training​​
  • Client-focused Engagements​​

Bill Broich

INTERNET CREDENTIALS SPECIALIST
Bill’s Areas of Expertise:​
 • Building Internet Reputation
​• Publishing Industry Articles (Invited Author)​
• Press Releases​ 
• Professional Credentials for Agents
​• Online Credibility Strategies
• Drip Marketing (Retire Village)