BUILD YOUR
FUTURE WITH THE RIGHT TEAM…

Partner 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

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Let’s start to grow your business

 

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Pinecone is an all-encompassing, proven business-building solution designed by producers, for producers. No matter what level of success you may have achieved, Pinecone will help you go further.

Business Building Blueprint

Step-by-step guidelines to help producers run their practice: 

    • Organize your business
    • Automate repetitive tasks
    • Find/train/compensate the best talent
    • Effectively market your business

Sales Success Playbook

Proven 3-step asset gathering process:

    • 400 individual tasks
    • 40 action plans
    • Library of over 50 videos

World-Class Technology Platform

Designed to make everything in your business work together seamlessly: 

    • Never forget important agenda items
    • Never miss opportunities to stay top-of-mind with clients and prospects
    • Never overlook key closing or cross-selling moments

Our support

Solutions For Every Area Of Your Business

PRODUCT

Stay informed of important carrier products and rate changes that will keep you on top of industry news.

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

Access our sales vault and tap into key resources we’ve cultivated from our top producers and strategic partners.

POSITIONING

Grow your online reputation organically to dominate search results with our credibility blueprint.

PROFESSIONALISM

Put your best foot forward with tailored solutions for brand, web, and video through our Creative Services.

Our Rewards

Top Producer Experience 2022

Each year, we make it a priority to celebrate the achievements of our top producers and advisors. We have traveled around the globe together to recognize their hard work and accomplishments.

This year, for a minimum of $3,000,000 of qualifying annuity premium, $150,000 of target life premium or a combination of the two, qualifiers and a guest will be invited to join us, along with other top producers, for a unique and very special experience at The Greenbrier Resort. Located in the beautiful hills of White Sulphur Springs, West Virginia, this stately, one-of-kind property promises guests a truly exceptional experience.

Champion’s Club
 $3,000,000 Annuity
 $150,000 Target Life

President’s Club
$6,000,000 Annuity
$300,000 Target Life

Chairman’s Club
$12,000,000 Annuity
$600,000 Target Life

Join us

Talk with a member of our sales team

Expand Your Practice Specialties

Our Solutions For Your Business

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Amy Rushforth

Internet Credentials Expert
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Doug McDermott

Annuity Training Expert
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3

Heather Schreiber

RICP, Social Security & Tax Expert
Read more

Doug McDermott
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  • Get in front of people with high-level face-to-face appointments
  • Co-brand the #1 best-selling book, The Retirement Shield to accelerate your credibility
  • Receive personalized mentorship and coaching
  • Access to unique sales process and materials 
  • Advanced branding and marketing 

October 25 & 26

Join us for an exclusive event that has a single goal: Increasing your annuity and life sales in the Baby Boomer market!

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