ABOUT EQUIS FINANCIAL
THE EQUIS PLATFORM
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 that is both profitable and fulfilling. 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.
Delivering Quality Prospects
The success of our agents is, and always will be, our chief concern. The one thing that stands in the way of most salespeople’s’ success is finding people who want and need their product. At Equis Financial we have eliminated that problem with our exclusive lead program.
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 at anytime 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!
MISSION STATEMENT
To respect and invest in our most valuable resource, our agents, by providing a secure and innovative environment to start and build a lasting career.
EQUIS FINANCIAL IS
BUILT ON CORE VALUES
RESPECT
TREATING OTHERS THE WAY YOU WANT TO BE TREATED
15+ CARRIER PARTNERSHIPS
AND DOZENS OF PRODUCTS
Mortgage Protection
Mortgage protection is a simplified, quick issue insurance that is used to protect our client's greatest asset. Mortgage protection plans are designed to provide a death benefit to pay off all, or a portion of, a client's mortgage. Optional riders are available in most states, such as disability income and return of premium, which refunds all, or part of, the premium paid if the policy is unused. This product, offered by many of our carriers, can be customized to fit each client's needs and budget.
Living Benefits
Critical illness insurance is medical insurance that provides a lump-sum benefit upon diagnosis of a covered critical illness or condition. This payout helps our clients avoid the financial burden that can be created by those illnesses. Our clients have found this benefit payout useful for getting the treatment they want, spending time with their family and friends, keeping their home, and filling in the financial gaps left by most medical insurances. Individuals must qualify for critical illness coverage which is dependent on a number of factors including current health and medical history, age, and occupation.
Final Expense
The loss of a loved one in death is an emotionally difficult experience. Final expense plans are designed to remove, or offset, the financial stress that is associated with death. Our clients are able to use final expense plans to help their clients prepare for their difficult time. These plans are available in varying coverage amounts to fit a variety of budgets. Due to the diversity of our carriers, Equis agents are able to find coverage for their clients no matter what their current health status may be.
College Funding
One of the biggest concerns related to new generations of people is the rapidly rising cost of a college education. More young people are seeking a higher education today than any other previous generation. Unfortunately, with the rising costs associated with that education, they're being forced to pay with borrowed money. At Equis Financial, we view it as incredibly critical that our clients, their families, and the future generations of the world are educated on the many college funding options available today. Our financial literacy experts are here to assist clients on these options to ensure their financial futures are bright and unencumbered by student loan debt.
Retirement Planning
An annuity can be used to save for retirement, preserve funds already saved for retirement and to provide a steady stream of income during retirement. They have become a very popular choice for retirement planning, especially with the stock market volatility over the last decade. Annuities are financial contracts between an insurance company and contract owners. Payments into an annuity can be made via a lump sum, or a series of monthly payments to the insurance company. These funds will accumulate on a tax-deferred basis, which can be a tremendous advantage over time. Fixed Index Annuities provide an opportunity for growth without the risk involved with most investments. This is especially attractive to pre-retirees and retirees looking to preserve assets they have built over several decades. Many annuities offer the ability to add optional benefits such as a lifetime income rider, which gives clients a guaranteed income no matter how long they live.
Ensuring a fast and profitable start for our new agents and continued education for our veteran agents to stay at the top of their game!
VIDEOS
ARCHIVED CALLS
GUIDED TUTORIALS
VODCASTS
SCRIPTS & GUIDES
Training Center is Equis Financial’s industry-leading training platform! No matter your level of expertise and no matter your sales preferences, Training Center is equipped to suit your unique educational needs. From instructive videos, sales insurance courses, recorded conference calls, podcasts, and more, look no further than Training Center to increase your knowledge and boost your business with The Agent’s Company!
EXECUTIVE TEAM
Nearly 4 decades worth of experience in the insurance industry makes our President & CEO uniquely qualified to lead our company. There is no person more in tune with the needs of our agents than Barry Clarkson. A company is only as good as its leadership, and for that reason we can confidently say that Equis Financial is the best company in our industry today.
When it comes to guiding agents towards quality business
management, effective recruitment tactics, and connecting with the hopes and dreams of American salespeople, there’s none better than Rob Jones. His role as Executive Vice President of Agency Development is a position perfectly tailored towards the skillset Rob has finely tuned throughout his many years in the industry. If you’re ever in search of guidance on the best path forward as an entrepreneur and agency builder, look no further than Rob Jones.
Bill Martin is a true training tour-de-force at The Agent’s Company. After years of success and experience selling in the field, Bill is now committed to his role educator and mentor as Equis Financial’s Executive Vice President of Sales Development. Through his weekly webinar series “JumpStart Live,” provided completely free to our agent base on Facebook and YouTube, Bill continually delivers industry-leading educational resources for both new and established agents in our industry.
Emily White
SENIOR VICE PRESIDENT
OF OPERATIONS
Emily White, our Senior Vice President of Operations has a vast and varied corporate experience, along with extensive entrepreneurial endeavors, making her uniquely suited to tackle the many responsibilities that fall under her title. Emily knows, better than most, what it takes to form a group of individuals into a cohesive team. Through the direction and coordination of our home office support team in Asheville, NC, Emily’s considerable contributions to Equis Financial have been instrumental to the current and future successes of our company.
Kristan Brockman
VICE PRESIDENT
OF MARKETING & LEAD OPERATIONS
Kristan joined Equis Financial as we were just getting started in June of 2016. Alongside the mentorship of our President and CEO, Barry Clarkson, Kristan built Equis’ Lead Department into what it is today — a system our agent force is proud of. It took no time to learn that Kristan was going to be a unique member of the Equis Team and would play a vital role amongst our agents, managers, partners, and her peers and colleagues alike. Throughout her time with Equis, Kristan has held a variety of responsibilities involving developing and managing the Lead Department, overseeing operations in our Lynchburg, VA office, and as of September of 2020, managing the operations for our Marketing and Events Departments as well. Over the past 5 years, Kristan has proven her dedication to Equis. She is a true Equis Warrior!
Pete Lee
SENIOR VICE PRESIDENT
OF RETIREMENT SOLUTIONS
Pete Lee is Equis Financial’s go-to authority on the state and development of Retirement Solutions at The Agent’s
Company. As the Senior Vice President of Retirement Solutions, Pete utilizes a wealth of industry knowledge stemming from decades of experience managing, developing, and integrating sales force teams specializing in annuities, IULs, tax-free
retirement, and the many other facets of American Advanced Markets. Pete also serves as an authority on compliance and development within those markets. Through his partnership with Vice President of Retirement Solutions, Bill Martin, Pete Lee has designed Equis Advanced to provide our agents with the training needed to provide their clients with safe savings and protection solutions.
Bill Martin 2.0
VICE PRESIDENT,
RETIREMENT SOLUTIONS
After graduating from the Hotel/Restaurant/Travel Administration program at Southern Illinois University – Carbondale, Bill Martin (2.0) was immediately hired by Marriott as the Assistant GM to a brand-new Courtyard property. After about 2 years, Bill left the hospitality industry knowing it would take him years to achieve the level of income he desired. Once becoming licensed in the insurance industry, Bill’s momentum in his new career field skyrocketed. Now, Bill Martin (2.0) serves as the Vice President of Retirement Solutions at Equis Financial and is directly responsible for the initiatives related to building market share of indexed produced and living benefit programs, as well as providing agent training and leadership in pursuit of making Equis Financial the preeminent life insurance marketing agency in the country!
