AEGIS FOUNDATIONS

The foundation of every sustainable annuity-based business

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 activities 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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84% of buyers say a business feels more credible when it has a professional website.

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Businesses with a fully integrated marketing tech stack are 50% more productive with 40% fewer redundancies.

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81% of consumers check Google reviews before doing business with someone.

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When done right, social media can drive up to 65% of your new leads.

This is Aegis Foundations

1-Page base website

We collaborate with you to create a templatized website that’s built for optimization and conversion.
Do you already have a site? Ask us what it would look like to revamp it.

Marketing tech stack setup

Your success is tied to the tech you use to help you keep your marketing engine running. We work with you to make sure you have everything you need to nurture, manage, and maintain your business.

Google Business Profile

Reputation matters — and so does local SEO. We help you set up your Google My Business profile to help you get found in local search queries and provide a spot for your clients to leave testimonials.

Social profile optimization or setup

The number one rule of marketing? Go where your audience already is. Whether it’s Facebook, Instagram, YouTube, or LinkedIn, we help you set up the platforms that make sense for your business — so you can start fishing in the right ponds.

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

MORE THAN SALES

The edge most agents never get

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.