The old way
- ×Shrinking carrier support and tighter regulations
- ×Marketing feels like a full-time job you do not have time for
- ×Stock strategies that ignore your unique goals and style
- ×FMOs that care more about your production than your business
Trusted by top financial professionals
AIGAllianzAmerican EquityAthenePacific LifeNationwideLincoln Financial GroupGlobal Atlantic
Why change
Today's market is more complex and demanding
Most FMOs hand you a stock strategy and call it support. You deserve a partner focused on your actual business growth.
The Aegis way
- ✓Intentional strategy tailored to your goals and future
- ✓Done-for-you marketing across radio, digital, and social
- ✓A comprehensive system with 400 tasks and 40 action plans
- ✓Ongoing training to keep you sharp and ahead of competitors
Your path
A clear path to a sustainable business
A simple route from setup to steady output.
Lay your foundation
Set up your base website, marketing tech stack, and optimized social profiles to establish your online presence.
Accelerate your practice
Implement the Pinecone system, personalized brochures, and branded materials to build authority and trust.
Drive consistent growth
Launch digital campaigns, radio ads, and long-term care strategies to fill your pipeline with high-intent leads.
What it does
Everything you need to grow your practice
The Pinecone platform provides an all-encompassing business-building system across six key areas.
Business Building Blueprint
Step-by-step guidelines to organize your practice, automate tasks, recruit top talent, and market effectively.
Sales Success Playbook
A proven 3-step asset gathering process with 400 individual tasks, 40 action plans, and 50+ videos.
Integrated Technology Platform
Cloud-based system with automated reminders, opportunity alerts, and tools to maintain consistent client touchpoints.
Expert Access Network
Direct consultation with industry specialists like Doug McDermott and Heather Schreiber for annuity and tax strategies.
Aegis Growth Marketing
Attract clients through targeted digital campaigns, radio advertising, and long-term care offerings.
Ongoing Training
Monthly business development forums and continuing education to maintain your professional designations.
Results
Advisors who trust Aegis
“Aegis Financial is an excellent resource for anyone seeking annuity and life insurance offerings designed for retirement planning. Their expertise in annuity products is unmatched, and they truly understand how to help build businesses.”
“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.”
“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.”
How we compare
More than just an FMO
Aegis FinancialTypical FMOs
Tailored strategy for your specific goals✓×
Done-for-you radio and digital marketing✓×
Comprehensive 400-task sales playbook✓×
Direct access to specialized industry experts✓×
Focus on your business, not just production✓×
Good to know
Questions about Aegis Financial
What is Aegis Financial?+
Aegis Financial is a comprehensive support company for financial producers and advisors, offering business-building resources to help them grow their practices. They provide technology, resources, and expertise designed to help financial professionals at any success level advance their business further.
What areas of business does Aegis Financial provide support for?+
Aegis Financial provides support across six key business areas: Product, Prospecting, People, Practice, Positioning, and Professionalism.
What does the Business Building Blueprint include?+
The Business Building Blueprint provides step-by-step guidelines to help producers run their practice effectively. It includes strategies for organizing your business, automating repetitive tasks, finding/training/compensating the best talent, and effectively marketing your business.
What is included in Aegis Financial's Sales Success Playbook?+
The Sales Success Playbook features a proven 3-step asset gathering process that includes 400 individual tasks, 40 action plans, and a library of over 50 videos.
Ready when you are
Build a business you can rely on
Book a call to discover how Aegis Financial can help you grow a sustainable, growth-centric annuities business.
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