ABOUT EQUIS FINANCIAL

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.

THE EQUIS PLATFORM

Insurance Agent

WHAT WILL I
BE DOING?

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HOW WILL I BECOME MY OWN CEO?

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WHERE WILL I
FIND CLIENTS?

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WHAT IS MY
INCOME POTENTIAL?

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

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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

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. Look no further than Training Center to increase your knowledge and boost your business with The Agent’s Company!

 

EQUIS' EXECUTIVE TEAM

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Barry Clarkson

PRESIDENT, CEO, AND
INTEGRITY MANAGING PARTNER
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Bill Martin

EXECUTIVE VICE PRESIDENT
OF SALES DEVELOPMENT, AND
INTEGRITY MANAGING PARTNER
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Rob Jones

EXECUTIVE VICE PRESIDENT
OF AGENCY DEVELOPMENT, AND
INTEGRITY MANAGING PARTNER
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Emily White

SENIOR VICE PRESIDENT
OF OPERATIONS
Kristan Brockman

VICE PRESIDENT OF
LEAD OPERATIONS
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Pete Lee

SENIOR VICE PRESIDENT
OF RETIREMENT SOLUTIONS
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Bill Martin 2.0

VICE PRESIDENT,
RETIREMENT SOLUTIONS
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John Kight

CEO OF THE CORNERSTONE GROUP
AND INTEGRITY MANAGING PARTNER
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Nick Theodore

CEO OF THEODORE GROUP AND
INTEGRITY MANAGING PARTNER
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Scott Rumbo

CEO OF YELLOWSTONE LIFE INSURANCE AGENCY AND
INTEGRITY MANAGING PARTNER
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Eric Valdez

CEO OF THE VALDEZ GROUP AND
INTEGRITY MANAGING PARTNER
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Jerrod Ewing

CEO OF PSI GROUPS AND
INTEGRITY MANAGING PARTNER
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Cindi Theodore

COO OF THEODORE GROUP AND
INTEGRITY MANAGING PARTNER
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Kimberly Rumbo

COO OF YELLOWSTONE LIFE INSURANCE AGENCY AND
INTEGRITY MANAGING PARTNER
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Kim Valdez

COO OF THE VALDEZ GROUP AND
INTEGRITY MANAGING PARTNER