ABOUT EQUIS FINANCIAL
The Agent's Company
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.
Our commitment to "The Agent’s Company" reflects our focus on empowering our agents and managers with the resources and support they need to succeed. By partnering with top carriers, we offer a range of high-quality products designed to protect families in need. With Integrity Marketing Group revolutionizing the insurance industry, joining Equis means stepping into a future of innovation and growth. Discover the difference and build your future with Equis Financial today!
An Integrity Company
Equis Financial was acquired by Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, in May of 2020 to accelerate combined growth and provide even more Americans with the important life and health insurance coverage they need.
81
ELITE
PRODUCERS
48
SALES
MANAGERS
37
REGIONAL MANAGERS +
8
INTEGRITY
MANAGING PARTNERS
A Journey of The Equis Opportunity
At Equis Financial, we believe that a successful career is one that aligns with your life—not the other way around. That's why we offer a flexible path that fits your goals, no matter where you are on your journey. Whether you’re diving in part-time to earn extra income, embracing a full-time role to build your business, focusing on personal production, or even dreaming of leading a team, the Equis opportunity is designed to meet you where you are and grow with you. Here, you have the freedom to shape your path, define your success, and achieve the goals that matter most to you.
OUR CORE VALUES
Equis Financial is Built On Core Values
RESPECT
OWNERSHIP
RELATIONSHIPS
TOUGHNESS
ATTITUDE
HUMILITY
WHY CHOOSE EQUIS
The Equis Platform
Empowering Agents with Premier Support and Solutions
At Equis Financial, we’re committed to helping agents succeed by providing quality leads, strong carrier partnerships, and advanced technology. We focus on providing agents with the tools and resources needed to build a successful business and achieve long-term success.
DELIVERING QUALITY
PROSPECTS
The success of our agents is, and always will be, our greatest priority. The one thing that stands in the way of most salespeoples’ success is finding people who want and need their product. We partner with Integrity to provide LeadCenter, a cost-effective and efficient place for managers to find, purchase and manage leads.
CARRIER
PARTNERSHIPS
Everyone wants to ensure that their family is protected and provided for, no matter what happens. At Equis Financial, we have partnered with the top life insurance companies to provide our agents with a comprehensive portfolio of Mortgage Protection, Final Expense, Living Benefits, and Indexed Universal Life insurance products. With these products, our agents are able to offer competitive rates at any level of coverage, and are able to build and maintain a diverse book of business.
INFRASTRUCTURE
At Equis we believe in providing our agents with the best service possible. Our home office support staff tirelessly assists agents with any and all aspects of their career; from new business to leads to training, we are here to help. Chat in with our staff with the simple click of a button on our dedicated CRM platform!
AGENT-FOCUSED
TECHNOLOGY
Equis Financial is dedicated to be the driving force of progressive technology in our industry today. Every update and feature is carefully crafted by our web developers to provide the agent with everything they need to succeed, and even some things they didn’t know they needed! Have a question, comment, concern, or idea for new Equis tech? Any agent can provide their thoughts through a dedicated Feedback tab on their Agent Dashboard. It is of the utmost importance to Equis that every agent has their voice heard in an effort to build a better company, culture, and agent experience.
STATE-OF-THE-ART
TRAINING
The success of our agents is measured by the strength of our training platform. With that in mind, The Agent’s Company has built, and continues to refine, what we sincerely believe to be the greatest educational platform in the insurance industry. All agents have immediate access to our groundbreaking Training Center platform, tailored exclusively by certified trainers and experienced field agents. This extensive training database includes online training videos, recorded conference calls, educational webinars, podcasts, online training courses, training documents, and more!