Backed by the nation's leading distributor of life, health, and wealth insurance products.

Equis Financial was acquired by Integrity Marketing Group, one of the nation’s largest independent insurtech marketing organizations, in May of 2020. As an Integrity company, Equis Financial agents benefit from advanced technology - completely free of charge that helps them maximize opportunities and productivity while enhancing the financial wellbeing of their clients.

Building Stronger Futures Together

Through leadership possessing over 90 years of combined industry experience, Equis Financial is uniquely qualified to provide products and services designed to dramatically improve the financial health of middle-income America.

Partnerships with the industry’s best carriers and the support of a dedicated home office staff allow Equis Financial to provide our agents with a portfolio of products.

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FAQ

You're probably
wondering...

Do I have to build an agency?

No. Being “The Agent’s Company” means that we support agents and managers in whichever direction they would like to take their business. Equis has developed a system for both personal producers and agency builders to develop a profitable business of their own.
How much can a new agent make?

An agent's income potential is based on their activity level, placement rates, and ability to assist clients. The average policy pay out ranges from $700 - $1,000 in commission.
What does an Equis agent do?

An Equis agent provides middle-income America with protection for themselves, their families and their home in the form of life insurance. Agents provide a multitude of different products to their clients through Equis' carrier partners. Equis agents are independent contractors, owning their own business, creating their own schedule, and writing their own paycheck.
Can I start part-time?

Yes! Many agents and managers start part-time before transitioning into a full-time career.
Are there opportunities for advancement into management?

Yes. The Equis System is designed to help facilitate growth and assist our agents in building their own agencies. In addition to the support of Equis' leaders, our comprehensive training platform features education designed to help train and support agents who would like to build an agency of any size.
What is a lead?

A lead is generated when someone sends in a request by mail, phone, or internet search engine for services that Equis agents can provide. By partnering with Equis Financial you also have access to Integrity's LeadCENTER a state-of-the-art lead system that prevents agents from making cold calls and ensures they always have potential clients to contact!
Why should I partner with Equis?

When you partner with Equis, you enter into a proven system that is clearly defined. You are able to become a business owner: run your own company, make your own hours, and create the life you envisioned for yourself. Equis will give you a strong foundation and support, unlike any other Insurance Marketing Organization, to build a profitable business!
Who is going to train me?

You will receive training from numerous people. Your direct upline, regional manager, colleagues, and Equis executives will all help train you. Being an Equis agent gives you access to our Training Center that houses hundreds of training videos and documents, and step-by-step instructions for a successful career.
Who is Equis Financial?

Equis Financial, an Integrity Company, is dedicated to being the premier choice for independent insurance agents and agency builders seeking exceptional business opportunities. Founded by field agents, Equis provides a supportive environment where agents and managers can thrive and build lasting careers.
Are agents paid by commission only?

Yes, agents are paid by commissions through our carrier partners on the products they sell. In addition, Equis also offers our agents and managers a monetary, monthly bonus for those who qualify.
Is an Equis agent considered a W-2 employee or 1099 worker?

When you partner with Equis, you are a 1099 independent contractor.
How many leads does the average agent need?

There is no set quantity of leads that every agent needs. The number of leads you will need is dependent on your personal goals and how much money you need to make in a given period.
Is an insurance license required to work with Equis Financial?

Yes. The insurance industry is highly regulated. All of our agents must have, or obtain, a life insurance producer’s license for the state in which they reside in order to write business. Once you receive an in-state license you are able to apply for out-of-state licenses to expand your business area.
Can an agent earn a higher compensation?

Absolutely. Agents have the opportunity to earn a higher compensation each month up to 120% based on their production! Agency managers have the opportunity to earn a higher compensation every 2 months up to 140% (a compensation that surpasses the industry standard) based on their agency’s production!
Are there any fees to join the Equis team?

No. And we are proud of that! At Equis, we are in the business of selling insurance. We view our agents as partners and want our agents to reach their full sales potential in a professional atmosphere. That is why we do not have any membership fees, special club fees, or contract promotion fees.
How do I get my insurance license?

You can do all of your state-required, pre-licensing studying online with Equis' licensing partner, XCEL Solutions. The XCEL pre-licensing course will equip you with the information needed to pass your exam and familiarize you with your respective state's Life and Health license regulations and requirements. As an added benefit, Equis offers a discounted rate on licensing through XCEL.
Why should I partner with Equis?

When you partner with Equis, you enter into a proven system that is clearly defined. You are able to become a business owner: run your own company, make your own hours, and create the life you envisioned for yourself. Equis will give you a strong foundation and support, unlike any other Insurance Marketing Organization, to build a profitable business!
Is an insurance license required to work with Equis Financial?

Yes. The insurance industry is highly regulated. All of our agents must have, or obtain, a life insurance producer’s license for the state in which they reside in order to write business. Once you receive an in-state license you are able to apply for out-of-state licenses to expand your business area.
Are agents paid by commission only?

Yes, agents are paid by commissions through our carrier partners on the products they sell. In addition, Equis also offers our agents and managers a monetary, monthly bonus for those who qualify.
Who is Equis Financial?

Equis Financial, an Integrity Company, is dedicated to being the premier choice for independent insurance agents and agency builders seeking exceptional business opportunities. Founded by field agents, Equis provides a supportive environment where agents and managers can thrive and build lasting careers.
How much can a new agent make?

An agent's income potential is based on their activity level, placement rates, and ability to assist clients. The average policy pay out ranges from $700 - $1,000 in commission.
What does an Equis agent do?

An Equis agent provides middle-income America with protection for themselves, their families and their home in the form of life insurance. Agents provide a multitude of different products to their clients through Equis' carrier partners. Equis agents are independent contractors, owning their own business, creating their own schedule, and writing their own paycheck.
Can an agent earn a higher compensation?

Absolutely. Agents have the opportunity to earn a higher compensation each month up to 120% based on their production! Agency managers have the opportunity to earn a higher compensation every 2 months up to 140% (a compensation that surpasses the industry standard) based on their agency’s production!
How do I add a new question & answer?

To add a new FAQ follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Add a new question & answer 3. Assign your FAQ to a category 4. Save and publish. You can always come back and edit your FAQs.
How do I edit or remove the 'Frequently Asked Questions' title?

You can edit the title from the FAQ 'Settings' tab in the Editor. To remove the title from your mobile app go to the 'Site & App' tab in your Owner's app and customize.
Can I insert an image, video, or GIF in my FAQ?

Yes. To add media follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Create a new FAQ or edit an existing one 3. From the answer text box click on the video, image or GIF icon 4. Add media from your library and save.

ABOUT EQUIS

The Agent's Company

Equis Financial is the premier insurance marketing organization for independent insurance agents and agency builders. Founded by field agents, Equis was designed from the ground up to be the company agents can call home, the company where agents and agency managers can build a career built to last. The Agent’s Company is much more than a tagline, it’s a promise. Through partnerships with the industry’s best carriers, we bring our agents a portfolio of products that can provide protection to the families we serve so desperately need.

CARRIER PARTNERS

15+ Carrier Partnerships & Dozens of Products

Providing a plethora of financial resources, you’re bound to find a product that will suit your needs!

"When I first started I did start part-time, which was a great fit for me. I was able to learn the business, get my feet wet, get the support that I needed, and then I was able to grow and make it a full time opportunity.”

Heather Deatz

Missouri

“Equis is just family to me. They have allowed me to grow my surroundings and get around the folks I wanted to be around to grow myself.”

Brady Driscoll

Florida

“At Equis Financial, I’m able to focus on the things in life that are really important, while building out a business and changing the lives of others.”

Nicholas Weiner

Ohio

“I knew nothing about insurance when I started at Equis, but because of the Equis Training Platform, it really took me no time to get up and running and become successful in this business.”

Ashlynn Hughes

Texas