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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.

  • 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!

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!

Training

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
AGENT EXPERIENCE AND 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
Executive Team
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