AEGIS GROWTH

Build relationships in your sleep

The strongest businesses don’t chase clients — they attract them. Our growth plan puts you on the map, whether you’re promoting annuities, long-term care, or both, without adding more to your plate.

BUILD WITH US

Meet your clients where they are

Your clients all have busy lives — don’t let that get in the way of generating new business. Take a targeted approach that allows you to insert yourself into their lives while they are busy living them.


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Radio advertising delivers a strong ROI — with 67% of new listeners entering the insurance market every 6 months.


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Radio ads are 10x more effective at holding attention than TV, video, or print.


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Social campaigns boost engagement, referrals, and direct conversations.


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Offering long-term care alongside annuities expands your audience and increases earning potential.


This is Aegis Growth

Aegis Digital

We help you grow through strategic social media management, targeted campaigns, and tailored digital strategies that drive measurable results. If you want to boost visibility, engagement, and revenue — then Aegis Digital is for you.

Aegis Radio

This ready-made radio solution builds your authority and fills your pipeline with almost zero effort. We handle everything — production, scripting, and scheduling — so you’re on the air fast without lifting a finger. It’s the simplest way to generate high-intent leads in as little as two weeks.

Aegis Care

Help your clients tackle the long-term care challenge with a unique, annuity-based strategy that outperforms traditional solutions. Backed by expert coaching and consumer education tools like Carter Gray’s Book of Long-Term Care, you can stand out in a crowded retirement market, build trust faster, and close annuity sales like never before.

How one of our agents averaged ~10 leads per week with radio

One of our agents came to us with an urgent request, “Help me get leads now!” — so we jumped into action with radio ads. All they had to do was pick their market, give us their information, and we handled the rest.

The results?

  • From “I’m in” to on air in 2 weeks
  • Average ~10 leads per week
  • Low lead cost at $45/lead
  • Zero effort – no production, no scripting, no waiting

Made for you, not the masses

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

ONGOING TRAINING

Stay sharp, relevant and ahead of the curve

<p>Monthly Trainings</p>

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.

<p>Heather Schreiber</p>

Heather Schreiber

Turn complex retirement and tax strategies into clear, actionable insights with help from this nationally recognized annuity educator and speaker.

<p>The American College of Financial Services</p>

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.

Attract the clients you want

From social to radio to long-term care strategies, we help you show up where your clients already are — effortlessly.