Aegis Annuity Contracting link:
- You will need to create a new account if you don’t have one with Aegis. Simply click “register new account”. Then navigate on the left-hand side and locate “requests”, you will begin requesting contracts by name in the middle of the page.
- If you are a solicitor or LOA agent reach out to your agency manager for more info.
- Do not submit any life company contracting using this link!
CE Requirements: 4-hr Annuity Suitability & Best Interest Standards.
WebCE Link: Click Here
Resources
Annuity Sales Vault
- Register as a New User
- Watch training videos
- Access producer sales tools
- Annuity Rate Watch *Registration required
Life & Annuity Resource Center
- “Ask a Specialist” – Request an illustration
- Expert Annuity Training
- Firelight eApp *Ask Kailah for registration
Other available tools:
- MyAnnexus.com * Ask Kailah for access
- Access training recordings
- Aegis training documents
Aegis Team
Mike Dudley
Senior VP of Marketing & Sales
Office: (800) 579-7923
Direct: (720) 961-0544
Mike@aegisfinancial.com
Jen Rowan
Annuity Service Manager
Office: (800) 579-7923
Direct: (833) 608-4496
Jennifer@aegisfinancial.com
New business flow, review, case follow-up and suitability
Transfer company follow-through, signature guarantees
Ian Rivas
Case Design & Illustrations
Office: (800) 579-7923
Direct: (833) 608-4498
Ian@aegisfinancial.com
Kailah Toth
Annuity Service Specialist
Office: (800) 579-7923
Direct: (833) 552-0994
Kailah@aegisfinancial.com
Contracting and training
Assisting annuity manager: forms, training and new business follow-up
Mike Dudley
Senior VP of Marketing & Sales
Office: (800) 579-7923
Direct: (720) 961-0544
Mike@aegisfinancial.com
Jen Rowan
Annuity Service Manager
Office: (800) 579-7923
Direct: (833) 608-4496
Jennifer@aegisfinancial.com
New business flow, review, case follow-up and suitability
Transfer company follow-through, signature guarantees
Ian Rivas
Case Design & Illustrations
Office: (800) 579-7923
Direct: (833) 608-4498
Ian@aegisfinancial.com
Kailah Toth
Annuity Service Specialist
Office: (800) 579-7923
Direct: (833) 552-0994
Kailah@aegisfinancial.com
Contracting and training
Assisting annuity manager: forms, training and new business follow-up