Advisors Equity Group (AEG) is a diverse multi-disciplinary financial services equity partnership that provides access to a wide range of tax & capital-efficient solutions, as well as sophisticated risk mitigation strategies, which are delivered to clients globally through our Partners. AEG Partners are licensed and/or registered to conduct business in their respective specialty fields, including but not limited to risk management, investments, financial planning, tax planning, estate and legacy planning, legal services and family office services.

A Credit Union Service Organization (CUSO) empowering credit union and FinTech's with next-generation products and data-driven growth.

Greg Hagan brings over 25 years of financial institution experience including a comprehensive knowledge of financial products, services and industry best practices. will be responsible for driving client acquisition for the Insuritas solution in the bank and credit union space nationally.

Pentegra was founded by the Federal Home Loan Bank System in 1943 to offer a retirement program for its employees. And while we have never lost our focus on local institutions, we have grown along with many of our clients to manage more than 1,200 retirement plans with over $6.5 billion in retirement plan assets. Today, our clients include corporations, financial institutions and non-profit organizations nationwide, as well as the advisors that serve them.We are independent - unique among retirement providers - which frees us to concentrate on what matters most to you. Our unbiased approach allows us to fully focus on objectives that meet your goals, and deliver a better bottom line for you and your participants.You'll notice a big difference in Pentegra's leadership. Our Board of Directors is comprised of our clients - presidents and CEOs who use our products and services every day and place their own retirement future in our hands. Our Board serves in a unique fiduciary role - delivering a level of governance and oversight that is unmatched.Pentegra has earned the endorsement of trade organizations and industry partners who recognize the need for enduring and trusted retirement providers.Consider This: Pentegra is a fiduciary.We offer the unique ability to completely outsource primary fiduciary responsibility for the management of your retirement program - something no other provider that we know of offers.