Build a retirement planning business you can rely on
Your next step on the path to creating a sustainable, growth-centric, annuity-based business.
Build With Us
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.
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.
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).
Aegis Foundations
- 1-page base website
- Marketing tech stack setup
- Google Business Profile
- Social profile optimization and setup
Aegis Accelerated
- Personalized brochure
- Snappy Kraken
- Branded Retirement Confidential book
- Pinecone System
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
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.
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.
