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Garden party

Focusing on what matters.

Products and Services

Equis agents are independent contractors who are able to provide products and services designed to dramatically improve the financial health of middle-income America.  With exclusive training from leadership possessing over 75 years of combined experience, partnerships with the industry’s best carriers, proprietary business management technology, and the support of a dedicated home office staff, agents are uniquely qualified to provide their clients with a portfolio of products and services including:

Private Property

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. 

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.

  • 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

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