800.579.7923

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Let’s talk

How can we help you?

BUILDING YOUR
FUTURE WITH THE RIGHT TEAM…

Means choosing to work with the​ best people ​in the industry. Get to know the team who will put YOU at the center of all we do.

Talk with a sales consultant

QUALIFIED LEAD PROGRAM

At Aegis Financial, we invest in the success of your business,
MAKING LEAD GENERATION AFFORDABLE
to proactively help you grow your practice.

 

 GET LEADS THAT ARE EXCLUSIVELY YOURS, AND PAY NOTHING UP FRONT!

You won’t have to compete with other producers and advisors for your prospect.
While other firms shop leads around, Aegis Financial focuses on
providing advisors warm introductions to kickstart the relationship.

Our support

Solutions For Every Area Of Your Business

PRODUCT

Important carrier changes and product news to help you be prepared for your appointments.

PROSPECTING

Get in front of new, qualified prospects with our array of agent-tested and proven lead gen solutions.

PEOPLE

Connect with our team of experts and leverage their areas of specialization as an extension of your office.

PRACTICE

Are you an IAR or thinking about getting your Series 65? ​Check out our indexed-annuity focused RIA Solution.

POSITIONING

Grow and perfect your internet credentials to dominate the search engines with organic SEO.

PROFESSIONALISM

Our Creative Services team “meets you where you’re at” to tailor business solutions for brand, web, and video.

Our Rewards

Top Producer Experience 2021

HIT THE FOLLOWING PRODUCTION TARGETS AND YOU AND A GUEST WILL BE EXCLUSIVELY INVITED TO JOIN AEGIS FINANCIAL AND OTHER QUALIFYING TOP PRODUCERS FOR THE ULTIMATE RIVIERA MAYA VACATION. EXPERIENCE THE BEST OF RIVIERA MAYA ALL-INCLUSIVE RESORTS, BREATHTAKING LONG BEACHES ALONG THE CARIBBEAN COASTLINE, AND THE PRESERVED RUINS OF AN ANCIENT MAYAN CITY.

DECEMBER 5 – 9, 2021

Qualification period: Jan. 1 – Sept. 30

Producer Qualifications

TIER I

$2MM in issued-and-paid indexed annuity premium
$100,000 in issued-and-paid annualized target life premium
OR a combination of the two

TIER II

$4MM in issued-and-paid indexed annuity premium
$200,000 in issued-and-paid annualized target life premium
OR a combination of the two

Join us

Talk with a member of our sales team

Expand Your Practice Specialties

Our Solutions For Your Business

Bill Broich

INTERNET CREDENTIALS EXPERT
Read more

Heather Schreiber RICP®

SOCIAL SECURITY & TAX EXPERT
Read more

Rick Rumelhart

AEGIS WEALTH MANAGEMENT
Read more

INCREASE YOUR 10

Same Lead Spend, BIGGER REVENUE

How would you like a 40% increase in revenue, WITHOUT ANY ADDITIONAL LEAD COST? Discover our platform that’s designed to help advisors close 1 more client out of every 10 leads. 

Our team

We are ready to serve you

Darin Lucas

Darin Lucas

President & CEO

aegis@aegisfinancial.com
800.579.7923
Carl Muehlemeyer

Carl Muehlemeyer

Chief Operating Officer

aegis@aegisfinancial.com
800.579.7923
Nicole Skattum

Nicole Skattum

Executive Vice President

nicole@aegisfinancial.com
800.579.7923 ext. 507
Lisa McLaughlin

Lisa McLaughlin

Vice President of Client Relations

lisa@aegisfinancial.com
800.579.7923 ext. 517