Insurance
Aegis’ insurance department brings the theme of independence to each and every assignment we take on. We believe that when it comes to insurance, an independent platform is key to success because every client situation is different and the “one size fits all” approach simply does not work. Once we understand the client’s risk management needs, we then match them up with an insurance company that provides products to fit the current need. We feel that this personalized approach is one of the first things that you will notice and appreciate when working with our independent advisors.
INSURANCE SERVICES.
01
ANNUITIES
Annuities can be an important part of an investor’s long term investing, wealth protection and income creation strategy. Whether you are looking for a variable annuity, fixed indexed annuity or fixed annuity, Aegis works with the top carriers in each respective segment to help create customized annuity solutions for our clients.
02
LIFE INSURANCE
Access to virtually every life insurance product (term, whole, universal, etc.) offered by the highest rated insurance companies such as: MetLife, Transamerica, Penn Mutual, Prudential, Lincoln, etc. We can provide you a new insurance policy or review your current policy to ensure that it is competitively priced based on prevailing rates and that your needs are fully covered.
03
HEALTH INSURANCE
Whether you are looking for a plan for you and your family, or one for your company’s employees, we have the expertise to understand your needs and create a plan that is priced competitively, while offering your loved ones the coverage that they need. We work with all of the major carriers such as UnitedHealthcare Oxford, Emblem Health, Aetna, etc., and can offer you a new plan or simply review your current plan to look for ways to save money and maintain the highest level of benefits.
04
VOLUNTARY BENEFITS
One way that an employer can deliver value to (and garner loyalty from) their employees is by offering a well-rounded suite of voluntary benefits such as Group Life, Group Dental, Group Long Term Disability, Group Vision, etc. Working with industry leading insurance companies such as Allstate, Aflac, Principal, etc., our team can sit down with you and devise a comprehensive platform that will help your employees create a sound financial safety net for their families. From implementation of the plan to the filing of claims, our team will be with you every step of the way.
OUR INSURANCE RELATIONSHIPS.
Aegis General Agency, through direct appointments as well as through our wholesaler affiliations, brings our insurance clients coverage from some of the top rated carriers in the industry. Below are just a few of the leading insurance carriers that we can work with:
