What We Do

Since 1977 we have helped Dealers build personal wealth portfolios through Reinsuring the financial services products they sell

Our Mission

We now further this goal by protecting what you’ve built. Our unique investment strategy utilizes your tax efficient surplus funds to invest into a Universal Life Insurance policy with guaranteed ZERO negative investment returns. This will provide: Added Value through Life Insurance benefits, Safety through tax deferred growth within the policy linked to major indexes (e.g., S&P 500), Additional Safety A+ rated carrier, Catastrophic considerations with accelerated benefits for Terminal or Chronic illness, Liquidity as the Cash Surrender Value is guaranteed to be equal to the premium paid over the first 3 years and Loan availability of up to 90% of the Cash Surrender Value through policy maturity.

“Aegis RE Investments strategy, Insurance policies and its utilization within the structure of a CFC or Dealer Owned Obligor Company has been vetted as a viable opportunity for Owners and Shareholders”

— Mark Genova - Reinsurance Associates, LLC

What We’ve Achieved to Simplify Your Decision

First Step - Simply agree to complete a 20 - 30 minute application intake over the phone or complete the online application at your convenience

Next Step - Within 24 - 48 hours after the application input has been processed, you’ll receive another call from the provider who will inquire about your medical history

That’s it! No Physical. No Labs. If the provider is satisfied, you’ll receive an email of acceptance which you simply acknowledge.

Final Notification - You will receive instructions with your options to send the necessary premium funds

Please note:

Ages 18 - 50 years old can purchase up to $3M and ages 51 - 60 can purchase up to $1M with NO MEDICAL EXAMS OR LABS*

In the event, larger benefits are desired you need to complete a 30-minute exam (medical questions and labs) at your convenience based on your schedule.

*Some applicants may need to complete the same process in the event of certain health or pre-existing conditions.