AEGIS ACCELERATED

To win, you have to standout

Whether you’re new to the trade or you’ve been selling annuities for years, it’s important to have a stable base of proven marketing that can support any larger initiative you choose to invest in.

BUILD WITH US

If you’re not doing these,
you’re missing out

“Marketing” can mean a lot of things — but for you, it should always include three essentials: a strong digital presence, a solid reputation platform, and the right tools to keep you efficient.

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Sales reps who follow up within an hour are 7x more likely to close a deal. Automation is key to avoiding “life happening.”

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Consumers are 80% more likely to choose reps who personalize their approach.

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Personalized sales materials see a 32% higher response rate than generic ones.

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Agents that reach out at the right time get 2x more appointment requests than the industry average.

This is Aegis Accelerated

Personalized Brochure

One of the most effective ways to stay top of mind after that first meeting is by leaving something personal behind. That’s why we help you create a custom, professionally designed brochure that reflects your brand and speaks directly to your ideal client.

Snappy Kraken

This marketing automation system helps you attract, nurture, and convert leads through high-quality, compliance-friendly campaigns — without the need to create content from scratch. With tools for email, social media, and lead generation, it’s a smart way to stay visible and build trust with your audience.

Branded Retirement Confidential Book

There are countless ways to build credibility, but few are as impactful as a personalized, tangible book your clients can hold onto. We help you create a custom-branded retirement book that positions you as the trusted expert — and keeps you top of mind long after the meeting ends.

Pinecone System

Our business accelerator platform gives you everything you need to grow — without the guesswork. From a proven business-building blueprint and expert sales training to automation-ready technology and fully customizable content, Pinecone helps you scale faster, smarter, and with confidence.

Made for you, not the masses

Your goals, your voice, your style — we’ll build the marketing plan that fits them all.

BUILD WITH US

ONGOING TRAINING

Stay sharp, relevant and ahead of the curve

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.

“Aegis Financial is an excellent resource for anyone seeking annuity and life insurance solutions designed for retirement planning. I’ve had the pleasure of working with Aegis, and it’s been absolutely stellar. Their service is top-notch, their expertise in annuity products is unmatched, and they truly understand how to help build businesses. If you’re looking for a partner with a genuine vested interest in your success — whether in retirement or as a business owner — Aegis is it!”

— PD SEATTLE, WA

“Awesome IMO family. They have been an excellent marketing partner with personal service. I have been working with them for over 10 years now. If you want to grow your practice, this is the place to call.”

— TM ORLANDO, FL

“I’ve worked with several FMOs over the years and always left feeling like they cared more about my production than my business. Aegis completely changed that. For the first time since entering the industry, I feel valued, supported, and genuinely understood — and my business is thriving because of it.”

— RA PITTSBURG, PA

“I used to feel completely buried trying to market my annuity business. There was always more to learn, more to do, and never enough time to do it all. Aegis helped me focus on what actually works for me — the activities that fit my strengths and time. Now, my marketing feels manageable, and my business is more profitable than ever.”

— PG ST LOUIS, MO

PACK YOUR BAGS

Join us on any of our Master’s Series trips

Your experience matters to us — which experiences will you be eligible for this year?

Incentive trips

We have some big trips planned for 2026. Will you be joining us?

Tulum, Mexico —
$3M Annuity | $150k Target Life

European River Cruise —
$6M Annuity | $300k Target Life

Summits

Get up and personal with people like Payton Manning and Emmitt Smith during our Agent Summits. These summits are a great opportunity to network and grow your business acumen.

2026 summits and speakers are in the works. Reach out to learn more.